MBE Wealth Management
ESGV icon

MBE Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MBE Wealth Management’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 		$333K Hold
2,460
– – 0.12% 121
2026
Q2 		$325K Buy
2,460
+14
+0.6% +$1.78K 0.11% 118
2026
Q1 		$275K Hold
2,446
– – 0.11% 116
2025
Q4 		$296K Buy
2,446
+22
+0.9% +$2.64K 0.12% 105
2025
Q3 		$287K Hold
2,424
– – 0.12% 109
2025
Q2 		$266K Buy
2,424
+16
+0.7% +$1.61K 0.12% 108
2025
Q1 		$236K Buy
+2,408
New +$252K 0.11% 107
2021
Q3 		– Sell
-2,503
Closed -$200K – 61
2021
Q2 		$200K Sell
2,503
-10,934
-81% -$848K 0.1% 58
2021
Q1 		$991K Sell
13,437
-10,076
-43% -$730K 0.54% 24
2020
Q4 		$1.65M Sell
23,513
-8,722
-27% -$576K 1.12% 15
2020
Q3 		$1.82M Hold
32,235
– – 1.53% 13
2020
Q2 		$1.82M Buy
32,235
+1,158
+4% +$60.9K 1.53% 13
2020
Q1 		$1.42M Buy
31,077
+9,652
+45% +$521K 1.36% 13
2019
Q4 		$1.21M Buy
+21,425
New +$1.16M 1.21% 14

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

MBE Wealth Management's ESGV Position: Q3 2026 in Review

MBE Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 2,460 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #121.

MBE Wealth Management first reported a position in ESGV in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.82M in Q3 2020. 491 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • MBE Wealth Management held 2,460 shares of Vanguard ESG US Stock ETF worth $333K as of Q3 2026.
  • MBE Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.12% of MBE Wealth Management's portfolio in Q3 2026, its #121 holding.
  • MBE Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 14 quarters since.
  • MBE Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.82M in Q3 2020.
  • 491 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.