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IFG Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IFG 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 		$1.22M Buy
9,208
+212
+2% +$27K 0.17% 64
2026
Q1 		$1.01M Buy
8,996
+3,021
+51% +$359K 0.17% 66
2025
Q4 		$723K Buy
5,975
+13
+0.2% +$1.56K 0.12% 75
2025
Q3 		$706K Sell
5,962
-395
-6% -$45K 0.12% 74
2025
Q2 		$697K Buy
6,357
+11
+0.2% +$1.11K 0.12% 76
2025
Q1 		$622K Buy
6,346
+138
+2% +$14.4K 0.12% 76
2024
Q4 		$651K Buy
6,208
+110
+2% +$11.5K 0.13% 71
2024
Q3 		$620K Buy
6,098
+323
+6% +$31.7K 0.13% 69
2024
Q2 		$558K Buy
5,775
+17
+0.3% +$1.58K 0.13% 71
2024
Q1 		$537K Sell
5,758
-32
-0.6% -$2.85K 0.14% 70
2023
Q4 		$492K Buy
5,790
+552
+11% +$43.5K 0.14% 68
2023
Q3 		$394K Sell
5,238
-44
-0.8% -$3.45K 0.14% 75
2023
Q2 		$414K Sell
5,282
-267
-5% -$19.7K 0.15% 73
2023
Q1 		$398K Buy
5,549
+1,001
+22% +$69.8K 0.16% 75
2022
Q4 		$300K Buy
4,548
+770
+20% +$51.4K 0.13% 85
2022
Q3 		$238K Buy
3,778
+11
+0.3% +$772 0.12% 95
2022
Q2 		$250K Buy
3,767
+21
+0.6% +$1.52K 0.13% 90
2022
Q1 		$304K Sell
3,746
-130
-3% -$10.5K 0.13% 85
2021
Q4 		$341K Buy
3,876
+552
+17% +$47.2K 0.14% 81
2021
Q3 		$266K Buy
3,324
+9
+0.3% +$741 0.12% 88
2021
Q2 		$265K Buy
3,315
+36
+1% +$2.79K 0.13% 87
2021
Q1 		$242K Sell
3,279
-128
-4% -$9.27K 0.13% 83
2020
Q4 		$239K Hold
3,407
– – 0.15% 77
2020
Q3 		$210K Buy
+3,407
New +$207K 0.15% 83

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

IFG Advisors's ESGV Position: Q2 2026 in Review

IFG Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q2 2026, buying an estimated $27K and bringing the position to 9,208 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #64.

IFG Advisors first reported a position in ESGV in Q3 2020 and has held it in 24 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • IFG Advisors held 9,208 shares of Vanguard ESG US Stock ETF worth $1.22M as of Q2 2026.
  • IFG Advisors bought 212 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $27K.
  • Vanguard ESG US Stock ETF made up 0.17% of IFG Advisors's portfolio in Q2 2026, its #64 holding.
  • IFG Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.