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

IFG Advisory’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	$109K	Buy	+824	New	+$105K	﹤0.01%	1053
2022 Q4	–	Sell	-3,828	Closed	-$240K	–	503
2022 Q3	$240K	Buy	+3,828	New	+$269K	0.02%	461

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

IFG Advisory's ESGV Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 824 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ESGV as recently as Q3 2022.

IFG Advisory first reported a position in ESGV in Q3 2022 and has held it in 2 quarters since. The position peaked at $240K in Q3 2022. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

IFG Advisory held 824 shares of Vanguard ESG US Stock ETF worth $109K as of Q2 2026.
Vanguard ESG US Stock ETF was a new IFG Advisory position in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1053 holding.
IFG Advisory first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 2 quarters since.
IFG Advisory's Vanguard ESG US Stock ETF position peaked at $240K in Q3 2022.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.