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OFC Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

OFC Financial Planning’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 		$240K Hold
1,816
– – 0.21% 51
2026
Q1 		$204K Hold
1,816
– – 0.2% 54
2025
Q4 		$220K Sell
1,816
-16
-0.9% -$1.92K 0.21% 52
2025
Q3 		$217K Hold
1,832
– – 0.21% 52
2025
Q2 		$201K Buy
+1,832
New +$185K 0.21% 56
2025
Q1 		– Sell
-2,378
Closed -$249K – 55
2024
Q4 		$249K Buy
+2,378
New +$250K 0.26% 50

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

OFC Financial Planning's ESGV Position: Q2 2026 in Review

OFC Financial Planning held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,816 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #51.

OFC Financial Planning first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 497 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • OFC Financial Planning held 1,816 shares of Vanguard ESG US Stock ETF worth $240K as of Q2 2026.
  • OFC Financial Planning left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.21% of OFC Financial Planning's portfolio in Q2 2026, its #51 holding.
  • OFC Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • OFC Financial Planning's Vanguard ESG US Stock ETF position peaked at $249K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.