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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
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

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
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
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

MBE Wealth Management's ESGV Position: Q2 2026 in Review

MBE Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.57% in Q2 2026, buying an estimated $1.78K and bringing the position to 2,460 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #118.

MBE Wealth Management first reported a position in ESGV in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.82M in Q3 2020. 324 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • MBE Wealth Management held 2,460 shares of Vanguard ESG US Stock ETF worth $325K as of Q2 2026.
  • MBE Wealth Management bought 14 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.78K.
  • Vanguard ESG US Stock ETF made up 0.11% of MBE Wealth Management's portfolio in Q2 2026, its #118 holding.
  • MBE Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 13 quarters since.
  • MBE Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.82M in Q3 2020.
  • 324 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.