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Financial Alternatives’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Alternatives’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 		$787K Buy
5,953
+41
+0.7% +$5.23K 0.39% 40
2026
Q1 		$664K Buy
5,912
+19
+0.3% +$2.26K 0.36% 39
2025
Q4 		$713K Buy
5,893
+104
+2% +$12.5K 0.41% 38
2025
Q3 		$686K Sell
5,789
-351
-6% -$40K 0.42% 37
2025
Q2 		$673K Buy
6,140
+2,122
+53% +$214K 0.44% 36
2025
Q1 		$394K Buy
4,018
+2
+0% +$209 0.28% 50
2024
Q4 		$421K Buy
4,016
+2
+0% +$210 0.3% 49
2024
Q3 		$408K Sell
4,014
-22
-0.5% -$2.16K 0.29% 52
2024
Q2 		$390K Sell
4,036
-20
-0.5% -$1.85K 0.29% 52
2024
Q1 		$378K Buy
4,056
+2
+0% +$178 0.29% 50
2023
Q4 		$345K Sell
4,054
-6
-0.1% -$473 0.29% 52
2023
Q3 		$305K Sell
4,060
-59
-1% -$4.63K 0.28% 54
2023
Q2 		$323K Buy
4,119
+3
+0.1% +$221 0.29% 53
2023
Q1 		$295K Buy
4,116
+193
+5% +$13.4K 0.28% 59
2022
Q4 		$258K Buy
+3,923
New +$262K 0.26% 68

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Financial Alternatives's ESGV Position: Q2 2026 in Review

Financial Alternatives increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.69% in Q2 2026, buying an estimated $5.23K and bringing the position to 5,953 shares worth $787K. The position accounts for 0.39% of the portfolio, ranked #40.

Financial Alternatives first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Financial Alternatives held 5,953 shares of Vanguard ESG US Stock ETF worth $787K as of Q2 2026.
  • Financial Alternatives bought 41 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.23K.
  • Vanguard ESG US Stock ETF made up 0.39% of Financial Alternatives's portfolio in Q2 2026, its #40 holding.
  • Financial Alternatives first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.