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Larson Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Larson Financial Group’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 		$1.21M Sell
9,152
-875
-9% -$112K 0.03% 330
2026
Q1 		$1.13M Sell
10,027
-811
-7% -$96.3K 0.04% 304
2025
Q4 		$1.31M Sell
10,838
-1,823
-14% -$219K 0.04% 282
2025
Q3 		$1.5M Sell
12,661
-127
-1% -$14.5K 0.05% 263
2025
Q2 		$1.4M Sell
12,788
-201
-2% -$20.3K 0.06% 256
2025
Q1 		$1.27M Sell
12,989
-7,499
-37% -$784K 0.06% 240
2024
Q4 		$2.15M Buy
20,488
+410
+2% +$43K 0.11% 161
2024
Q3 		$2.04M Sell
20,078
-2,080
-9% -$204K 0.12% 156
2024
Q2 		$2.14M Buy
22,158
+3,992
+22% +$370K 0.15% 126
2024
Q1 		$1.69M Sell
18,166
-1,026
-5% -$91.2K 0.13% 135
2023
Q4 		$1.63M Sell
19,192
-369
-2% -$29.1K 0.14% 127
2023
Q3 		$1.47M Buy
19,561
+324
+2% +$25.4K 0.14% 134
2023
Q2 		$1.51M Sell
19,237
-25
-0.1% -$1.84K 0.15% 127
2023
Q1 		$1.38M Buy
19,262
+355
+2% +$24.7K 0.15% 134
2022
Q4 		$1.25M Buy
18,907
+760
+4% +$50.7K 0.15% 138
2022
Q3 		$1.14M Buy
18,147
+1,179
+7% +$82.8K 0.16% 121
2022
Q2 		$1.13M Buy
16,968
+2,497
+17% +$180K 0.19% 62
2022
Q1 		$1.17M Buy
14,471
+314
+2% +$25.2K 0.19% 65
2021
Q4 		$1.24M Buy
14,157
+394
+3% +$33.7K 0.2% 64
2021
Q3 		$1.1M Buy
13,763
+1,722
+14% +$142K 0.22% 55
2021
Q2 		$963K Buy
12,041
+373
+3% +$28.9K 0.22% 50
2021
Q1 		$861K Buy
11,668
+9,209
+375% +$667K 0.25% 45
2020
Q4 		$173K Buy
2,459
+519
+27% +$34.3K 0.06% 108
2020
Q3 		$120K Buy
1,940
+1,878
+3,029% +$114K 0.05% 116
2020
Q2 		$3K Buy
+62
New +$3.26K ﹤0.01% 524

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

Larson Financial Group's ESGV Position: Q2 2026 in Review

Larson Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.7% in Q2 2026, selling an estimated $112K and leaving 9,152 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #330.

Larson Financial Group first reported a position in ESGV in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.15M in Q4 2024. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Larson Financial Group held 9,152 shares of Vanguard ESG US Stock ETF worth $1.21M as of Q2 2026.
  • Larson Financial Group sold 875 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $112K.
  • Vanguard ESG US Stock ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #330 holding.
  • Larson Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • Larson Financial Group's Vanguard ESG US Stock ETF position peaked at $2.15M in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.