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Mather Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mather Group’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 		$42.6M Buy
321,873
+31,476
+11% +$4.01M 0.37% 40
2026
Q1 		$32.6M Buy
290,397
+5,841
+2% +$694K 0.33% 40
2025
Q4 		$34.4M Buy
284,556
+16,755
+6% +$2.01M 0.35% 39
2025
Q3 		$31.7M Buy
267,801
+4
+0% +$455 0.32% 41
2025
Q2 		$29.4M Buy
267,797
+20,908
+8% +$2.11M 0.31% 39
2025
Q1 		$24.2M Sell
246,889
-22,824
-8% -$2.39M 0.28% 45
2024
Q4 		$28.3M Buy
269,713
+3,825
+1% +$401K 0.37% 38
2024
Q3 		$27M Sell
265,888
-1,854
-0.7% -$182K 0.35% 39
2024
Q2 		$25M Buy
267,742
+34,975
+15% +$3.24M 0.31% 39
2024
Q1 		$19.8M Sell
232,767
-1,258
-0.5% -$112K 0.31% 33
2023
Q4 		$19.9M Buy
234,025
+71,487
+44% +$5.63M 0.31% 33
2023
Q3 		$12.2M Buy
162,538
+31,597
+24% +$2.48M 0.22% 50
2023
Q2 		$10.3M Buy
130,941
+19,590
+18% +$1.44M 0.16% 69
2023
Q1 		$7.98M Buy
111,351
+6,133
+6% +$427K 0.14% 68
2022
Q4 		$6.93M Buy
105,218
+19,515
+23% +$1.3M 0.13% 68
2022
Q3 		$5.39M Buy
85,703
+28,801
+51% +$2.02M 0.12% 80
2022
Q2 		$3.78M Sell
56,902
-1,050
-2% -$75.8K 0.09% 85
2022
Q1 		$4.7M Buy
57,952
+191
+0.3% +$15.4K 0.09% 77
2021
Q4 		$5.08M Buy
57,761
+5,010
+9% +$428K 0.1% 68
2021
Q3 		$4.22M Buy
52,751
+12,520
+31% +$1.03M 0.1% 62
2021
Q2 		$3.22M Sell
40,231
-49
-0.1% -$3.8K 0.08% 59
2021
Q1 		$2.97M Buy
40,280
+6,108
+18% +$442K 0.08% 60
2020
Q4 		$2.4M Buy
34,172
+27,543
+415% +$1.82M 0.08% 59
2020
Q3 		$410K Buy
+6,629
New +$403K 0.02% 153

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Mather Group's ESGV Position: Q2 2026 in Review

Mather Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q2 2026, buying an estimated $4.01M and bringing the position to 321,873 shares worth $42.6M. The position accounts for 0.37% of the portfolio, ranked #40.

Mather Group first reported a position in ESGV in Q3 2020 and has held it in 24 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Mather Group held 321,873 shares of Vanguard ESG US Stock ETF worth $42.6M as of Q2 2026.
  • Mather Group bought 31,476 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.01M.
  • Vanguard ESG US Stock ETF made up 0.37% of Mather Group's portfolio in Q2 2026, its #40 holding.
  • Mather Group first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.