Meridian Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Meridian Financial Partners’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	$452K	Buy	3,375 +213	+7%	+$27.2K	0.15%	86
2026 Q1	$361K	Buy	3,162 +78	+3%	+$9.26K	0.14%	87
2025 Q4	$373K	Sell	3,084 -53	-2%	-$6.36K	0.15%	80
2025 Q3	$375K	Sell	3,137 -259	-8%	-$29.5K	0.16%	80
2025 Q2	$372K	Buy	3,396 +429	+14%	+$43.2K	0.17%	81
2025 Q1	$291K	Buy	2,967 +421	+17%	+$44K	0.15%	87
2024 Q4	$267K	Buy	+2,546	New	+$267K	0.14%	86

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Meridian Financial Partners's ESGV Position: Q2 2026 in Review

Meridian Financial Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.7% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,375 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #86.

Meridian Financial Partners first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Meridian Financial Partners held 3,375 shares of Vanguard ESG US Stock ETF worth $452K as of Q2 2026.
Meridian Financial Partners bought 213 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $27.2K.
Vanguard ESG US Stock ETF made up 0.15% of Meridian Financial Partners's portfolio in Q2 2026, its #86 holding.
Meridian Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.