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Mark Sheptoff Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mark Sheptoff 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
Q1 		$12.7K Hold
100
– – 0.01% 318
2025
Q4 		$12.1K Hold
100
– – 0.01% 331
2025
Q3 		$11.8K Buy
+100
New +$11.4K 0.01% 328

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's ESGV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 100 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #318.

Mark Sheptoff Financial Planning first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Vanguard ESG US Stock ETF worth $12.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #318 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.