GFA
ESGV icon

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

Gladwyn Financial 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 		$43.6K Buy
330
+1
+0.3% +$128 0.03% 63
2026
Q1 		$36.9K Buy
329
+1
+0.3% +$119 0.03% 66
2025
Q4 		$39.7K Buy
328
+1
+0.3% +$120 0.03% 66
2025
Q3 		$38.8K Buy
327
+1
+0.3% +$114 0.03% 64
2025
Q2 		$35.8K Buy
+326
New +$32.9K 0.03% 61

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Gladwyn Financial Advisors's ESGV Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.3% in Q2 2026, buying an estimated $128 and bringing the position to 330 shares worth $43.6K. The position accounts for 0.03% of the portfolio, ranked #63.

Gladwyn Financial Advisors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Gladwyn Financial Advisors held 330 shares of Vanguard ESG US Stock ETF worth $43.6K as of Q2 2026.
  • Gladwyn Financial Advisors bought 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
  • Vanguard ESG US Stock ETF made up 0.03% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.