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Legacy Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Legacy Financial 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 		$244K Sell
1,843
-125
-6% -$15.9K 0.03% 384
2026
Q1 		$221K Sell
1,968
-1,459
-43% -$173K 0.03% 381
2025
Q4 		$415K Hold
3,427
– – 0.06% 253
2025
Q3 		$406K Sell
3,427
-293
-8% -$33.4K 0.06% 263
2025
Q2 		$408K Sell
3,720
-174
-4% -$17.5K 0.06% 227
2025
Q1 		$381K Hold
3,894
– – 0.06% 248
2024
Q4 		$408K Hold
3,894
– – 0.07% 226
2024
Q3 		$396K Sell
3,894
-309
-7% -$30.3K 0.07% 231
2024
Q2 		$406K Sell
4,203
-397
-9% -$36.8K 0.07% 204
2024
Q1 		$429K Sell
4,600
-207
-4% -$18.4K 0.08% 195
2023
Q4 		$409K Sell
4,807
-736
-13% -$58K 0.08% 186
2023
Q3 		$417K Sell
5,543
-572
-9% -$44.9K 0.08% 160
2023
Q2 		$479K Sell
6,115
-172
-3% -$12.7K 0.09% 141
2023
Q1 		$451K Buy
+6,287
New +$438K 0.09% 137

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

Legacy Financial Advisors's ESGV Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.4% in Q2 2026, selling an estimated $15.9K and leaving 1,843 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #384.

Legacy Financial Advisors first reported a position in ESGV in Q1 2023 and has held it in 14 quarters since. The position peaked at $479K in Q2 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Legacy Financial Advisors held 1,843 shares of Vanguard ESG US Stock ETF worth $244K as of Q2 2026.
  • Legacy Financial Advisors sold 125 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard ESG US Stock ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #384 holding.
  • Legacy Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Financial Advisors's Vanguard ESG US Stock ETF position peaked at $479K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.