MHS
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M Holdings Securities’s Vanguard ESG US Stock ETF ESGV Stock Holding History

M Holdings Securities’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 		– Sell
-11,351
Closed -$1.47M – 190
2026
Q1 		$1.47M Buy
11,351
+17
+0.1% +$2.02K 0.1% 161
2025
Q4 		$1.37M Buy
+11,334
New +$1.36M 0.1% 161

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

M Holdings Securities's ESGV Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 11,351 shares — an estimated $1.47M sold.

M Holdings Securities first reported a position in ESGV in Q4 2025 and held it in 2 quarters. The position peaked at $1.47M in Q1 2026. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 11,351 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.47M.
  • M Holdings Securities first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Vanguard ESG US Stock ETF position peaked at $1.47M in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.