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
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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Main Street Financial Solutions's ESGV Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.5% in Q4 2025, selling an estimated $35.3K and leaving 8,128 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #227.

Main Street Financial Solutions first reported a position in ESGV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2024. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Main Street Financial Solutions held 8,128 shares of Vanguard ESG US Stock ETF worth $983K as of Q4 2025.
Main Street Financial Solutions sold 294 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $35.3K.
Vanguard ESG US Stock ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q4 2025, its #227 holding.
Main Street Financial Solutions first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 12 quarters since.
Main Street Financial Solutions's Vanguard ESG US Stock ETF position peaked at $1.05M in Q4 2024.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.