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Financial Life Planners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Life Planners’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 		$1.35K Hold
10
– – ﹤0.01% 293
2026
Q1 		$1.14K Buy
+10
New +$1.19K ﹤0.01% 320
2025
Q4 		– Sell
-10
Closed -$1.2K – 144
2025
Q3 		$1.2K Buy
+10
New +$1.14K ﹤0.01% 309
2025
Q1 		– Sell
-10
Closed -$1.05K – 182
2024
Q4 		$1.05K Buy
+10
New +$1.05K ﹤0.01% 346

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

Financial Life Planners's ESGV Position: Q2 2026 in Review

Financial Life Planners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 10 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Financial Life Planners first reported a position in ESGV in Q4 2024 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Financial Life Planners held 10 shares of Vanguard ESG US Stock ETF worth $1.35K as of Q2 2026.
  • Financial Life Planners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #293 holding.
  • Financial Life Planners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.