MFGP
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Marshall Financial Group (Pennsylvania)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		$2.63M Buy
22,241
+315
+1% +$35.9K 0.72% 19
2025
Q2 		$2.4M Buy
21,926
+780
+4% +$78.6K 0.72% 19
2025
Q1 		$2.07M Buy
21,146
+1,372
+7% +$143K 0.65% 21
2024
Q4 		$2.07M Buy
19,774
+1,083
+6% +$114K 0.63% 23
2024
Q3 		$1.9M Buy
18,691
+1,132
+6% +$111K 0.57% 24
2024
Q2 		$1.7M Buy
17,559
+44
+0.3% +$4.08K 0.55% 25
2024
Q1 		$1.63M Sell
17,515
-296
-2% -$26.3K 0.54% 25
2023
Q4 		$1.51M Buy
17,811
+6,546
+58% +$516K 0.54% 25
2023
Q3 		$847K Buy
11,265
+169
+2% +$13.3K 0.35% 28
2023
Q2 		$869K Sell
11,096
-1,103
-9% -$81.2K 0.33% 30
2023
Q1 		$875K Buy
12,199
+746
+7% +$52K 0.36% 30
2022
Q4 		$754K Sell
11,453
-2,448
-18% -$163K 0.32% 31
2022
Q3 		$875K Buy
13,901
+588
+4% +$41.3K 0.41% 29
2022
Q2 		$884K Buy
13,313
+202
+2% +$14.6K 0.4% 30
2022
Q1 		$1.06M Buy
13,111
+878
+7% +$70.6K 0.42% 28
2021
Q4 		$1.07M Buy
12,233
+3,000
+32% +$256K 0.42% 29
2021
Q3 		$739K Buy
9,233
+1,890
+26% +$156K 0.31% 31
2021
Q2 		$587K Buy
7,343
+104
+1% +$8.07K 0.25% 35
2021
Q1 		$534K Sell
7,239
-758
-9% -$54.9K 0.24% 37
2020
Q4 		$561K Buy
7,997
+1,005
+14% +$66.3K 0.27% 33
2020
Q3 		$432K Buy
6,992
+3,181
+83% +$193K 0.26% 36
2020
Q2 		$215K Buy
+3,811
New +$200K 0.14% 46

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s ESGV Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q3 2025, buying an estimated $35.9K and bringing the position to 22,241 shares worth $2.63M. The position accounts for 0.72% of the portfolio, ranked #19.

Marshall Financial Group (Pennsylvania) first reported a position in ESGV in Q2 2020 and has held it in 22 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 22,241 shares of Vanguard ESG US Stock ETF worth $2.63M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 315 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $35.9K.
  • Vanguard ESG US Stock ETF made up 0.72% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #19 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 22 quarters since.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.