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

LifeGuide 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 		$21.4M Buy
161,663
+6,011
+4% +$766K 6.09% 5
2026
Q1 		$17.5M Buy
155,652
+7,841
+5% +$931K 5.59% 5
2025
Q4 		$17.9M Buy
147,811
+4,201
+3% +$504K 5.94% 5
2025
Q3 		$15.7M Sell
143,610
-76
-0.1% -$8.65K 5.79% 5
2025
Q2 		$15.8M Sell
143,686
-4,043
-3% -$408K 5.81% 5
2025
Q1 		$14.5M Buy
147,729
+2,295
+2% +$240K 5.9% 5
2024
Q4 		$15.3M Buy
145,434
+17,452
+14% +$1.83M 6.54% 5
2024
Q3 		$13M Buy
127,982
+11,228
+10% +$1.1M 5.55% 5
2024
Q2 		$11.3M Buy
116,754
+4,940
+4% +$458K 5.48% 5
2024
Q1 		$10.4M Buy
111,814
+5,047
+5% +$449K 5.25% 6
2023
Q4 		$9.08M Buy
106,767
+9,844
+10% +$776K 4.8% 6
2023
Q3 		$7.29M Buy
96,923
+29,873
+45% +$2.34M 4.26% 6
2023
Q2 		$5.25M Buy
67,050
+42,356
+172% +$3.12M 3.55% 6
2023
Q1 		$1.77M Buy
+24,694
New +$1.72M 1.42% 6

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

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

LifeGuide Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.9% in Q2 2026, buying an estimated $766K and bringing the position to 161,663 shares worth $21.4M. The position accounts for 6.09% of the portfolio, ranked #5.

LifeGuide Financial Advisors first reported a position in ESGV in Q1 2023 and has held it in 14 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • LifeGuide Financial Advisors held 161,663 shares of Vanguard ESG US Stock ETF worth $21.4M as of Q2 2026.
  • LifeGuide Financial Advisors bought 6,011 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $766K.
  • Vanguard ESG US Stock ETF made up 6.09% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • LifeGuide Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.