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 Q3	$3.93M	Sell	29,024 -130	-0.4%	-$17.5K	2.76%	5
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mallini Complete Financial Planning's ESGV Position: Q3 2026 in Review

Mallini Complete Financial Planning reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.45% in Q3 2026, selling an estimated $17.5K and leaving 29,024 shares worth $3.93M. The position accounts for 2.76% of the portfolio, ranked #5.

Mallini Complete Financial Planning first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Mallini Complete Financial Planning held 29,024 shares of Vanguard ESG US Stock ETF worth $3.93M as of Q3 2026.
Mallini Complete Financial Planning sold 130 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $17.5K.
Vanguard ESG US Stock ETF made up 2.76% of Mallini Complete Financial Planning's portfolio in Q3 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 8 quarters since.
29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.