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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
Q2 		$1.15M Hold
8,696
– – 0.45% 41
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

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

My Personal CFO LLC's ESGV Position: Q2 2026 in Review

My Personal CFO LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 8,696 shares worth $1.15M. The position accounts for 0.45% of the portfolio, ranked #41.

My Personal CFO LLC first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.02M in Q2 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • My Personal CFO LLC held 8,696 shares of Vanguard ESG US Stock ETF worth $1.15M as of Q2 2026.
  • My Personal CFO LLC left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.45% of My Personal CFO LLC's portfolio in Q2 2026, its #41 holding.
  • My Personal CFO LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Vanguard ESG US Stock ETF position peaked at $3.02M in Q2 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.