MFG
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Merit Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Merit Financial Group’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 		$1.74M Sell
13,176
-983
-7% -$125K 0.01% 814
2026
Q1 		$1.59M Sell
14,159
-3,661
-21% -$435K 0.01% 779
2025
Q4 		$2.16M Sell
17,820
-1,463
-8% -$176K 0.02% 621
2025
Q3 		$2.28M Sell
19,283
-3,540
-16% -$403K 0.02% 520
2025
Q2 		$2.5M Sell
22,823
-1,866
-8% -$188K 0.03% 446
2025
Q1 		$2.42M Sell
24,689
-11,297
-31% -$1.18M 0.04% 372
2024
Q4 		$3.77M Buy
35,986
+3,025
+9% +$317K 0.07% 230
2024
Q3 		$3.35M Sell
32,961
-6,558
-17% -$643K 0.07% 208
2024
Q2 		$3.82M Sell
39,519
-452
-1% -$41.9K 0.08% 182
2024
Q1 		$3.62M Sell
39,971
-422
-1% -$37.5K 0.09% 180
2023
Q4 		$3.44M Sell
40,393
-2,360
-6% -$186K 0.1% 133
2023
Q3 		$3.22M Buy
42,753
+1,195
+3% +$93.8K 0.11% 149
2023
Q2 		$3.26M Buy
41,558
+7,843
+23% +$578K 0.11% 149
2023
Q1 		$2.42M Buy
33,715
+2,311
+7% +$161K 0.09% 180
2022
Q4 		$2.07M Buy
31,404
+3,603
+13% +$240K 0.07% 193
2022
Q3 		$1.75M Buy
27,801
+983
+4% +$69K 0.08% 172
2022
Q2 		$1.78M Buy
26,818
+10,246
+62% +$740K 0.06% 189
2022
Q1 		$1.34M Buy
16,572
+9,037
+120% +$727K 0.08% 132
2021
Q4 		$662K Buy
+7,535
New +$644K 0.06% 145

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

Merit Financial Group's ESGV Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.9% in Q2 2026, selling an estimated $125K and leaving 13,176 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #814.

Merit Financial Group first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.82M in Q2 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Merit Financial Group held 13,176 shares of Vanguard ESG US Stock ETF worth $1.74M as of Q2 2026.
  • Merit Financial Group sold 983 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $125K.
  • Vanguard ESG US Stock ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #814 holding.
  • Merit Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Merit Financial Group's Vanguard ESG US Stock ETF position peaked at $3.82M in Q2 2024.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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