MPCL
ESGV icon

My Personal CFO LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

My Personal CFO LLC’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
Q1 		$976K Sell
8,696
-602
-6% -$71.5K 0.43% 42
2025
Q4 		$1.12M Buy
+9,298
New +$1.12M 0.47% 42
2025
Q3 		– Sell
-27,557
Closed -$3.02M – 118
2025
Q2 		$3.02M Buy
27,557
+2
+0% +$202 1.37% 18
2025
Q1 		$2.7M Buy
27,555
+1
+0% +$105 1.36% 19
2024
Q4 		$2.89M Buy
27,554
+2
+0% +$210 1.48% 17
2024
Q3 		$2.8M Sell
27,552
-176
-0.6% -$17.3K 1.54% 18
2024
Q2 		$2.68M Buy
27,728
+2
+0% +$185 1.43% 18
2024
Q1 		$2.58M Buy
27,726
+2
+0% +$178 1.49% 16
2023
Q4 		$2.36M Buy
27,724
+3
+0% +$236 1.54% 16
2023
Q3 		$2.09M Buy
27,721
+3
+0% +$235 1.68% 14
2023
Q2 		$2.17M Buy
27,718
+2
+0% +$147 1.71% 15
2023
Q1 		$1.99M Buy
27,716
+3,067
+12% +$214K 1.7% 16
2022
Q4 		$2.22M Buy
24,649
+1
+0% +$67 2.05% 11
2022
Q3 		$2.13M Sell
24,648
-9,070
-27% -$637K 3.24% 7
2022
Q2 		$2.24M Buy
33,718
+2
+0% +$144 2.87% 9
2022
Q1 		$2.73M Buy
33,716
+2
+0% +$161 2.83% 9
2021
Q4 		$2.96M Buy
+33,714
New +$2.88M 2.58% 8

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

My Personal CFO LLC's ESGV Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.5% in Q1 2026, selling an estimated $71.5K and leaving 8,696 shares worth $976K. The position accounts for 0.43% of the portfolio, ranked #42.

My Personal CFO LLC first reported a position in ESGV in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.02M in Q2 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • My Personal CFO LLC held 8,696 shares of Vanguard ESG US Stock ETF worth $976K as of Q1 2026.
  • My Personal CFO LLC sold 602 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $71.5K.
  • Vanguard ESG US Stock ETF made up 0.43% of My Personal CFO LLC's portfolio in Q1 2026, its #42 holding.
  • My Personal CFO LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 17 quarters since.
  • My Personal CFO LLC's Vanguard ESG US Stock ETF position peaked at $3.02M in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.