KMG Fiduciary Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

KMG Fiduciary Partners’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	$780K	Hold	5,900	–	–	0.07%	132
2026 Q1	$662K	Hold	5,900	–	–	0.05%	187
2025 Q4	$714K	Hold	5,900	–	–	0.05%	182
2025 Q3	$699K	Hold	5,900	–	–	0.05%	213
2025 Q2	$647K	Hold	5,900	–	–	0.05%	212
2025 Q1	$578K	Hold	5,900	–	–	0.05%	215
2024 Q4	$619K	Hold	5,900	–	–	0.05%	207
2024 Q3	$600K	Hold	5,900	–	–	0.05%	201
2024 Q2	$570K	Hold	5,900	–	–	0.06%	180
2024 Q1	$550K	Hold	5,900	–	–	0.06%	175
2023 Q4	$502K	Hold	5,900	–	–	0.06%	176
2023 Q3	$444K	Hold	5,900	–	–	0.06%	174
2023 Q2	$462K	Hold	5,900	–	–	0.06%	178
2023 Q1	$423K	Hold	5,900	–	–	0.06%	182
2022 Q4	$389K	Hold	5,900	–	–	0.06%	182
2022 Q3	$371K	Hold	5,900	–	–	0.07%	153
2022 Q2	$392K	Hold	5,900	–	–	0.07%	154
2022 Q1	$478K	Hold	5,900	–	–	0.08%	150
2021 Q4	$519K	Hold	5,900	–	–	0.08%	136
2021 Q3	$472K	Hold	5,900	–	–	0.08%	134
2021 Q2	$472K	Buy	+5,900	New	+$458K	0.08%	137

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

KMG Fiduciary Partners's ESGV Position: Q2 2026 in Review

KMG Fiduciary Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 5,900 shares worth $780K. The position accounts for 0.07% of the portfolio, ranked #132.

KMG Fiduciary Partners first reported a position in ESGV in Q2 2021 and has held it in 21 quarters since. 116 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

KMG Fiduciary Partners held 5,900 shares of Vanguard ESG US Stock ETF worth $780K as of Q2 2026.
KMG Fiduciary Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #132 holding.
KMG Fiduciary Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 21 quarters since.
116 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.