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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
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

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

McClarren Financial Advisors's ESGV Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.9% in Q2 2026, selling an estimated $390K and leaving 31,290 shares worth $4.14M. The position accounts for 2.14% of the portfolio, ranked #14.

McClarren Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.6M in Q3 2024. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • McClarren Financial Advisors held 31,290 shares of Vanguard ESG US Stock ETF worth $4.14M as of Q2 2026.
  • McClarren Financial Advisors sold 3,062 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $390K.
  • Vanguard ESG US Stock ETF made up 2.14% of McClarren Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • McClarren Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Vanguard ESG US Stock ETF position peaked at $38.6M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.