Massachusetts Financial Services
ESGV icon

Massachusetts Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Massachusetts Financial Services’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 		$1.28M Buy
5,499
+2,283
+71% +$291K ﹤0.01% 872
2026
Q1 		$633K Sell
3,216
-5,712
-64% -$678K ﹤0.01% 879
2025
Q4 		$1.08M Buy
8,928
+4,884
+121% +$586K ﹤0.01% 830
2025
Q3 		$479K Buy
4,044
+121
+3% +$13.8K ﹤0.01% 832
2025
Q2 		$430K Sell
3,923
-1,511
-28% -$152K ﹤0.01% 854
2025
Q1 		$532K Sell
5,434
-2,459
-31% -$257K ﹤0.01% 846
2024
Q4 		$828K Sell
7,893
-3,575
-31% -$375K ﹤0.01% 824
2024
Q3 		$1.17M Buy
11,468
+6,323
+123% +$620K ﹤0.01% 786
2024
Q2 		$497K Buy
5,145
+1,410
+38% +$131K ﹤0.01% 828
2024
Q1 		$348K Sell
3,735
-6,065
-62% -$539K ﹤0.01% 821
2023
Q4 		$834K Sell
9,800
-1,667
-15% -$131K ﹤0.01% 783
2023
Q3 		$863K Buy
11,467
+2,877
+33% +$226K ﹤0.01% 777
2023
Q2 		$673K Buy
8,590
+5,359
+166% +$395K ﹤0.01% 776
2023
Q1 		$232K Sell
3,231
-6,892
-68% -$480K ﹤0.01% 828
2022
Q4 		$667K Buy
10,123
+3,956
+64% +$264K ﹤0.01% 802
2022
Q3 		$388K Sell
6,167
-11,307
-65% -$794K ﹤0.01% 820
2022
Q2 		$1.16M Sell
17,474
-208
-1% -$15K ﹤0.01% 764
2022
Q1 		$1.43M Buy
17,682
+5,996
+51% +$482K ﹤0.01% 775
2021
Q4 		$1.03M Buy
+11,686
New +$998K ﹤0.01% 814

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Massachusetts Financial Services's ESGV Position: Q2 2026 in Review

Massachusetts Financial Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 71% in Q2 2026, buying an estimated $291K and bringing the position to 5,499 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Massachusetts Financial Services first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2022. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Massachusetts Financial Services held 5,499 shares of Vanguard ESG US Stock ETF worth $1.28M as of Q2 2026.
  • Massachusetts Financial Services bought 2,283 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $291K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #872 holding.
  • Massachusetts Financial Services first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Massachusetts Financial Services's Vanguard ESG US Stock ETF position peaked at $1.43M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.