OFC Financial Planning
ESGV icon

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
Q3 		$246K Hold
1,816
– – 0.21% 50
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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OFC Financial Planning's ESGV Position: Q3 2026 in Review

OFC Financial Planning held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 1,816 shares worth $246K. The position accounts for 0.21% of the portfolio, ranked #50.

OFC Financial Planning first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q4 2024. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • OFC Financial Planning held 1,816 shares of Vanguard ESG US Stock ETF worth $246K as of Q3 2026.
  • OFC Financial Planning left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.21% of OFC Financial Planning's portfolio in Q3 2026, its #50 holding.
  • OFC Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Vanguard ESG US Stock ETF position peaked at $249K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.