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McClarren Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

McClarren Financial Advisors’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 		$4.32M Buy
31,901
+611
+2% +$82.2K 2.19% 12
2026
Q2 		$4.14M Sell
31,290
-3,062
-9% -$390K 2.14% 14
2026
Q1 		$3.86M Buy
34,352
+25,837
+303% +$3.07M 2.28% 13
2025
Q4 		$4.14M Sell
8,515
-20,710
-71% -$2.48M 2.47% 11
2025
Q3 		$4.05M Sell
29,225
-6,643
-19% -$756K 2.48% 12
2025
Q2 		$3.93M Buy
35,868
+5,065
+16% +$511K 2.56% 10
2025
Q1 		$3.52M Buy
+30,803
New +$3.22M 2.32% 10
2024
Q4 		– Sell
-32,783
Closed -$38.6M – 236
2024
Q3 		$38.6M Buy
32,783
+29,692
+961% +$2.91M 4.86% 6
2024
Q2 		$3.33M Sell
3,091
-30,910
-91% -$2.87M 2.33% 11
2024
Q1 		$3.17M Buy
34,001
+324
+1% +$28.8K 2.28% 11
2023
Q4 		$2.87M Buy
33,677
+6,108
+22% +$481K 2.18% 12
2023
Q3 		$2.07M Buy
27,569
+5,870
+27% +$461K 1.81% 13
2023
Q2 		$1.7M Buy
21,699
+2,621
+14% +$193K 1.41% 13
2023
Q1 		$1.36M Buy
19,078
+332
+2% +$23.1K 1.24% 18
2022
Q4 		$1.23M Buy
18,746
+3,841
+26% +$256K 1.17% 18
2022
Q3 		$937K Buy
14,905
+5,422
+57% +$381K 0.93% 19
2022
Q2 		$628K Sell
9,483
-5,296
-36% -$382K 2.01% 14
2022
Q1 		$1.2M Sell
14,779
-53
-0.4% -$4.26K 0.87% 21
2021
Q4 		$1.3M Buy
14,832
+849
+6% +$72.5K 0.89% 19
2021
Q3 		$1.12M Sell
13,983
-325
-2% -$26.8K 0.87% 18
2021
Q2 		$1.14M Buy
14,308
+84
+0.6% +$6.52K 0.93% 19
2021
Q1 		$1.05M Buy
14,224
+200
+1% +$14.5K 0.94% 19
2020
Q4 		$984K Buy
+14,024
New +$926K 0.95% 19

Other funds holding ESGV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
PP
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

McClarren Financial Advisors's ESGV Position: Q3 2026 in Review

McClarren Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q3 2026, buying an estimated $82.2K and bringing the position to 31,901 shares worth $4.32M. The position accounts for 2.19% of the portfolio, ranked #12.

McClarren Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.6M in Q3 2024. 108 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • McClarren Financial Advisors held 31,901 shares of Vanguard ESG US Stock ETF worth $4.32M as of Q3 2026.
  • McClarren Financial Advisors bought 611 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $82.2K.
  • Vanguard ESG US Stock ETF made up 2.19% of McClarren Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • McClarren Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • McClarren Financial Advisors's Vanguard ESG US Stock ETF position peaked at $38.6M in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.