Mokosak Advisory Group
ESGV icon

Mokosak Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mokosak Advisory 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
Q3 		$502K Sell
3,700
-166
-4% -$22.3K 0.11% 24
2026
Q2 		$511K Buy
3,866
+9
+0.2% +$1.15K 0.11% 24
2026
Q1 		$433K Sell
3,857
-50
-1% -$5.94K 0.11% 22
2025
Q4 		$473K Sell
3,907
-154
-4% -$18.5K 0.12% 22
2025
Q3 		$481K Sell
4,061
-870
-18% -$99K 0.13% 21
2025
Q2 		$541K Sell
4,931
-91
-2% -$9.17K 0.15% 21
2025
Q1 		$492K Sell
5,022
-60
-1% -$6.27K 0.15% 20
2024
Q4 		$533K Sell
5,082
-245
-5% -$25.7K 0.16% 17
2024
Q3 		$541K Sell
5,327
-296
-5% -$29K 0.16% 17
2024
Q2 		$543K Sell
5,623
-257
-4% -$23.8K 0.18% 17
2024
Q1 		$548K Sell
5,880
-965
-14% -$85.8K 0.18% 17
2023
Q4 		$582K Sell
6,845
-233
-3% -$18.4K 0.21% 16
2023
Q3 		$532K Buy
7,078
+25
+0.4% +$1.96K 0.22% 16
2023
Q2 		$553K Sell
7,053
-332
-4% -$24.4K 0.22% 16
2023
Q1 		$530K Buy
7,385
+29
+0.4% +$2.02K 0.23% 16
2022
Q4 		$485K Sell
7,356
-1
-0% -$67 0.22% 17
2022
Q3 		$461K Sell
7,357
-170
-2% -$11.9K 0.23% 19
2022
Q2 		$500K Buy
7,527
+219
+3% +$15.8K 0.24% 16
2022
Q1 		$594K Sell
7,308
-383
-5% -$30.8K 0.24% 16
2021
Q4 		$676K Buy
7,691
+539
+8% +$46K 0.26% 16
2021
Q3 		$572K Buy
7,152
+178
+3% +$14.7K 0.24% 16
2021
Q2 		$558K Sell
6,974
-234
-3% -$18.2K 0.23% 16
2021
Q1 		$531K Sell
7,208
-136
-2% -$9.8K 0.24% 16
2020
Q4 		$516K Sell
7,344
-8
-0.1% -$528 0.25% 16
2020
Q3 		$454K Sell
7,352
-373
-5% -$22.7K 0.26% 16
2020
Q2 		$436K Buy
7,725
+28
+0.4% +$1.47K 0.27% 16
2020
Q1 		$352K Buy
7,697
+1,589
+26% +$85.7K 0.26% 15
2019
Q4 		$346K Sell
6,108
-274
-4% -$14.8K 0.21% 19
2019
Q3 		$332K Buy
+6,382
New +$330K 0.22% 19

Other funds holding ESGV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mokosak Advisory Group's ESGV Position: Q3 2026 in Review

Mokosak Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.3% in Q3 2026, selling an estimated $22.3K and leaving 3,700 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #24.

Mokosak Advisory Group first reported a position in ESGV in Q3 2019 and has held it in 29 quarters since. The position peaked at $676K in Q4 2021. 422 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Mokosak Advisory Group held 3,700 shares of Vanguard ESG US Stock ETF worth $502K as of Q3 2026.
  • Mokosak Advisory Group sold 166 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $22.3K.
  • Vanguard ESG US Stock ETF made up 0.11% of Mokosak Advisory Group's portfolio in Q3 2026, its #24 holding.
  • Mokosak Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 29 quarters since.
  • Mokosak Advisory Group's Vanguard ESG US Stock ETF position peaked at $676K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.