Financial Engines Advisors
ESGV icon

Financial Engines Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Engines Advisors’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 		$7.5M Sell
56,694
-2,472
-4% -$315K 0.01% 125
2026
Q1 		$6.64M Buy
59,166
+3,127
+6% +$371K 0.01% 121
2025
Q4 		$6.78M Buy
56,039
+2,730
+5% +$327K 0.01% 130
2025
Q3 		$6.31M Sell
53,309
-48
-0.1% -$5.46K 0.01% 135
2025
Q2 		$5.85M Sell
53,357
-3,153
-6% -$318K 0.01% 132
2025
Q1 		$5.53M Buy
56,510
+1,336
+2% +$140K 0.01% 126
2024
Q4 		$5.79M Sell
55,174
-2,627
-5% -$276K 0.01% 130
2024
Q3 		$5.88M Sell
57,801
-2,470
-4% -$242K 0.01% 116
2024
Q2 		$5.82M Buy
60,271
+1,659
+3% +$154K 0.01% 109
2024
Q1 		$5.46M Buy
58,612
+6,136
+12% +$546K 0.01% 108
2023
Q4 		$4.46M Buy
52,476
+5,942
+13% +$468K 0.01% 106
2023
Q3 		$3.5M Buy
46,534
+3,607
+8% +$283K 0.01% 97
2023
Q2 		$3.36M Buy
42,927
+5,716
+15% +$421K 0.01% 106
2023
Q1 		$2.67M Buy
37,211
+14,638
+65% +$1.02M 0.01% 119
2022
Q4 		$1.49M Buy
22,573
+3,745
+20% +$250K ﹤0.01% 144
2022
Q3 		$1.18M Buy
18,828
+3,092
+20% +$217K ﹤0.01% 147
2022
Q2 		$1.04M Buy
15,736
+2,290
+17% +$165K ﹤0.01% 152
2022
Q1 		$1.09M Buy
13,446
+10,964
+442% +$881K ﹤0.01% 159
2021
Q4 		$218K Buy
+2,482
New +$212K ﹤0.01% 258

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 Engines Advisors's ESGV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.2% in Q2 2026, selling an estimated $315K and leaving 56,694 shares worth $7.5M. The position accounts for 0.01% of the portfolio, ranked #125.

Financial Engines Advisors first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Financial Engines Advisors held 56,694 shares of Vanguard ESG US Stock ETF worth $7.5M as of Q2 2026.
  • Financial Engines Advisors sold 2,472 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $315K.
  • Vanguard ESG US Stock ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #125 holding.
  • Financial Engines Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.