Main Street Financial Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Main Street Financial Solutions’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	$1.03M	Sell	7,813 -334	-4%	-$42.6K	0.07%	242
2026 Q1	$915K	Buy	8,147 +19	+0.2%	+$2.26K	0.07%	238
2025 Q4	$983K	Sell	8,128 -294	-3%	-$35.3K	0.07%	227
2025 Q3	$997K	Buy	8,422 +17	+0.2%	+$1.94K	0.06%	255
2025 Q2	$921K	Sell	8,405 -1,076	-11%	-$108K	0.07%	234
2025 Q1	$929K	Sell	9,481 -536	-5%	-$56K	0.08%	204
2024 Q4	$1.05M	Buy	10,017 +1,106	+12%	+$116K	0.1%	159
2024 Q3	$906K	Sell	8,911 -833	-9%	-$81.6K	0.08%	212
2024 Q2	$941K	Buy	9,744 +29	+0.3%	+$2.69K	0.09%	205
2024 Q1	$905K	Buy	9,715 +93	+1%	+$8.27K	0.1%	201
2023 Q4	$818K	Buy	9,622 +35	+0.4%	+$2.76K	0.11%	188
2023 Q3	$721K	Buy	9,587 +31	+0.3%	+$2.43K	0.1%	186
2023 Q2	$749K	Buy	9,556 +181	+2%	+$13.3K	0.1%	196
2023 Q1	$672K	Buy	+9,375	New	+$653K	0.1%	203

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Main Street Financial Solutions's ESGV Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.1% in Q2 2026, selling an estimated $42.6K and leaving 7,813 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #242.

Main Street Financial Solutions first reported a position in ESGV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2024. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Main Street Financial Solutions held 7,813 shares of Vanguard ESG US Stock ETF worth $1.03M as of Q2 2026.
Main Street Financial Solutions sold 334 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $42.6K.
Vanguard ESG US Stock ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q2 2026, its #242 holding.
Main Street Financial Solutions first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 14 quarters since.
Main Street Financial Solutions's Vanguard ESG US Stock ETF position peaked at $1.05M in Q4 2024.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.