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McCarley & Cook Financial Planners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

McCarley & Cook Financial Planners’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 		$1.15M Hold
8,458
– – 0.87% 15
2026
Q2 		$1.12M Hold
8,458
– – 0.87% 15
2026
Q1 		$950K Buy
8,458
+335
+4% +$39.8K 0.82% 16
2025
Q4 		$983K Buy
+8,123
New +$974K 0.89% 16

Other funds holding ESGV

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
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
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Human Investing
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

McCarley & Cook Financial Planners's ESGV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 8,458 shares worth $1.15M. The position accounts for 0.87% of the portfolio, ranked #15.

McCarley & Cook Financial Planners first reported a position in ESGV in Q4 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • McCarley & Cook Financial Planners held 8,458 shares of Vanguard ESG US Stock ETF worth $1.15M as of Q3 2026.
  • McCarley & Cook Financial Planners left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.87% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #15 holding.
  • McCarley & Cook Financial Planners first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.