Focus Financial Network’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Focus Financial Network’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	$727K	Buy	5,496 +314	+6%	+$40K	0.02%	407
2026 Q1	$582K	Sell	5,182 -509	-9%	-$60.5K	0.02%	424
2025 Q4	$688K	Sell	5,691 -36	-0.6%	-$4.32K	0.02%	384
2025 Q3	$678K	Buy	5,727 +1,584	+38%	+$180K	0.02%	386
2025 Q2	$454K	Buy	4,143 +4	+0.1%	+$403	0.02%	456
2025 Q1	$405K	Buy	4,139 +1,117	+37%	+$117K	0.02%	466
2024 Q4	$317K	Buy	3,022 +69	+2%	+$7.24K	0.01%	535
2024 Q3	$300K	Sell	2,953 -54	-2%	-$5.29K	0.01%	546
2024 Q2	$298K	Hold	3,007	–	–	0.01%	529
2024 Q1	$265K	Sell	3,007 -43	-1%	-$3.82K	0.01%	519
2023 Q4	$259K	Sell	3,050 -40	-1%	-$3.15K	0.01%	613
2023 Q3	$232K	Buy	+3,090	New	+$242K	0.01%	532
2022 Q2	–	Sell	-2,971	Closed	-$241K	–	495
2022 Q1	$241K	Buy	+2,971	New	+$239K	0.02%	452

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Focus Financial Network's ESGV Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.1% in Q2 2026, buying an estimated $40K and bringing the position to 5,496 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #407.

Focus Financial Network first reported a position in ESGV in Q1 2022 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Focus Financial Network held 5,496 shares of Vanguard ESG US Stock ETF worth $727K as of Q2 2026.
Focus Financial Network bought 314 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $40K.
Vanguard ESG US Stock ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #407 holding.
Focus Financial Network first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 13 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.