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Godfrey Financial Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Godfrey Financial Associates’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 		$15K Sell
114
-19
-14% -$2.42K 0.01% 398
2026
Q1 		$14.9K Sell
133
-15
-10% -$1.78K 0.01% 372
2025
Q4 		$17.9K Buy
+148
New +$17.8K 0.02% 335

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

Godfrey Financial Associates's ESGV Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q2 2026, selling an estimated $2.42K and leaving 114 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #398.

Godfrey Financial Associates first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Godfrey Financial Associates held 114 shares of Vanguard ESG US Stock ETF worth $15K as of Q2 2026.
  • Godfrey Financial Associates sold 19 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.42K.
  • Vanguard ESG US Stock ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #398 holding.
  • Godfrey Financial Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Vanguard ESG US Stock ETF position peaked at $17.9K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.