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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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 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. 165 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.
  • 165 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.