FFG
ESGV icon

Fiduciary Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fiduciary Financial Group’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$524K Buy
3,964
+440
+12% +$56.1K 0.06% 182
2026
Q1 		$396K Buy
3,524
+7
+0.2% +$831 0.05% 225
2025
Q4 		$425K Sell
3,517
-452
-11% -$54.2K 0.06% 194
2025
Q3 		$470K Buy
3,969
+453
+13% +$51.6K 0.07% 158
2025
Q2 		$385K Buy
3,516
+12
+0.3% +$1.21K 0.07% 171
2025
Q1 		$323K Buy
+3,504
New +$366K 0.07% 174

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Fiduciary Financial Group's ESGV Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q2 2026, buying an estimated $56.1K and bringing the position to 3,964 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #182.

Fiduciary Financial Group first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Fiduciary Financial Group held 3,964 shares of Vanguard ESG US Stock ETF worth $524K as of Q2 2026.
  • Fiduciary Financial Group bought 440 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $56.1K.
  • Vanguard ESG US Stock ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #182 holding.
  • Fiduciary Financial Group first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.