FCG
ESGV icon

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

Financial Connections 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
Q1 		$18.7M Sell
166,585
-8,113
-5% -$964K 6.5% 2
2025
Q4 		$21.1M Sell
174,698
-3,873
-2% -$465K 7.26% 2
2025
Q3 		$21.1M Buy
178,571
+5,733
+3% +$653K 8.25% 2
2025
Q2 		$18.9M Buy
172,838
+6,299
+4% +$635K 7.82% 2
2025
Q1 		$16.3M Sell
166,539
-175
-0.1% -$18.3K 7.32% 2
2024
Q4 		$17.5M Buy
166,714
+4,002
+2% +$420K 8.4% 3
2024
Q3 		$16.5M Buy
162,712
+11,891
+8% +$1.17M 8.13% 3
2024
Q2 		$14.6M Buy
+150,821
New +$14M 7.56% 3
2024
Q1 		– Sell
-144,299
Closed -$12.3M – 192
2023
Q4 		$12.3M Buy
+144,299
New +$11.4M 7.95% 3
2023
Q3 		– Sell
-59,871
Closed -$4.69M – 152
2023
Q2 		$4.69M Buy
59,871
+16,240
+37% +$1.2M 3.08% 12
2023
Q1 		$3.13M Buy
43,631
+6,543
+18% +$456K 2.22% 15
2022
Q4 		$2.44M Buy
37,088
+581
+2% +$38.8K 1.93% 14
2022
Q3 		$2.3M Buy
36,507
+17,671
+94% +$1.24M 1.94% 17
2022
Q2 		$1.25M Buy
18,836
+12,750
+209% +$921K 1.1% 24
2022
Q1 		$493K Buy
6,086
+1,343
+28% +$108K 0.5% 33
2021
Q4 		$416K Buy
+4,743
New +$405K 0.41% 31

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Connections Group's ESGV Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.6% in Q1 2026, selling an estimated $964K and leaving 166,585 shares worth $18.7M. The position accounts for 6.5% of the portfolio, ranked #2.

Financial Connections Group first reported a position in ESGV in Q4 2021 and has held it in 16 quarters since. The position peaked at $21.1M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Financial Connections Group held 166,585 shares of Vanguard ESG US Stock ETF worth $18.7M as of Q1 2026.
  • Financial Connections Group sold 8,113 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $964K.
  • Vanguard ESG US Stock ETF made up 6.5% of Financial Connections Group's portfolio in Q1 2026, its #2 holding.
  • Financial Connections Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's Vanguard ESG US Stock ETF position peaked at $21.1M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.