Mallini Complete Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mallini Complete Financial Planning’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	$3.86M	Sell	29,154 -225	-0.8%	-$28.7K	2.75%	5
2026 Q1	$3.3M	Buy	29,379 +1,931	+7%	+$229K	2.61%	5
2025 Q4	$3.32M	Sell	27,448 -855	-3%	-$103K	2.67%	5
2025 Q3	$3.35M	Sell	28,303 -1,050	-4%	-$120K	2.73%	5
2025 Q2	$3.22M	Buy	29,353 +2,322	+9%	+$234K	4.07%	5
2025 Q1	$2.65M	Sell	27,031 -6,470	-19%	-$676K	2.53%	5
2024 Q4	$3.51M	Buy	+33,501	New	+$3.51M	3.34%	5

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

Mallini Complete Financial Planning's ESGV Position: Q2 2026 in Review

Mallini Complete Financial Planning reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.77% in Q2 2026, selling an estimated $28.7K and leaving 29,154 shares worth $3.86M. The position accounts for 2.75% of the portfolio, ranked #5.

Mallini Complete Financial Planning first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Mallini Complete Financial Planning held 29,154 shares of Vanguard ESG US Stock ETF worth $3.86M as of Q2 2026.
Mallini Complete Financial Planning sold 225 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $28.7K.
Vanguard ESG US Stock ETF made up 2.75% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #5 holding.
Mallini Complete Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.