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

IFP 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 		$153K Buy
1,155
+280
+32% +$35.7K ﹤0.01% 1698
2026
Q1 		$98.2K Buy
875
+333
+61% +$39.5K ﹤0.01% 1853
2025
Q4 		$65.6K Hold
542
– – ﹤0.01% 2034
2025
Q3 		$64.2K Hold
542
– – ﹤0.01% 1947
2025
Q2 		$59.4K Hold
542
– – ﹤0.01% 1964
2025
Q1 		$53.1K Hold
542
– – ﹤0.01% 1865
2024
Q4 		$56.9K Hold
542
– – ﹤0.01% 1771
2024
Q3 		$55.1K Sell
542
-1
-0.2% -$98 ﹤0.01% 1691
2024
Q2 		$52.5K Buy
543
+1
+0.2% +$93 ﹤0.01% 1657
2024
Q1 		$50.5K Hold
542
– – ﹤0.01% 1587
2023
Q4 		$46.1K Buy
542
+199
+58% +$15.7K ﹤0.01% 1579
2023
Q3 		$25.8K Sell
343
-41
-11% -$3.22K ﹤0.01% 1814
2023
Q2 		$30.1K Buy
384
+3
+0.8% +$221 ﹤0.01% 1827
2023
Q1 		$19.2K Hold
381
– – ﹤0.01% 2040
2022
Q4 		$19K Hold
381
– – ﹤0.01% 2916
2022
Q3 		$19K Hold
381
– – ﹤0.01% 3124
2022
Q2 		$19K Hold
381
– – ﹤0.01% 2878
2022
Q1 		$19K Buy
381
+38
+11% +$3.06K ﹤0.01% 2878
2021
Q4 		$30K Hold
343
– – ﹤0.01% 1763
2021
Q3 		$27K Hold
343
– – ﹤0.01% 1854
2021
Q2 		$27K Hold
343
– – ﹤0.01% 1792
2021
Q1 		$25K Buy
+343
New +$24.8K ﹤0.01% 1750

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

IFP Advisors's ESGV Position: Q2 2026 in Review

IFP Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 32% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,155 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

IFP Advisors first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • IFP Advisors held 1,155 shares of Vanguard ESG US Stock ETF worth $153K as of Q2 2026.
  • IFP Advisors bought 280 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1698 holding.
  • IFP Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.