Oxford Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oxford Financial Group’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	$251K	Sell	1,898 -83	-4%	-$10.6K	0.01%	224
2026 Q1	$222K	Hold	1,981	–	–	0.01%	237
2025 Q4	$240K	Sell	1,981 -16	-0.8%	-$1.92K	0.01%	212
2025 Q3	$237K	Hold	1,997	–	–	0.01%	206
2025 Q2	$219K	Hold	1,997	–	–	0.01%	196
2025 Q1	$196K	Hold	1,997	–	–	0.01%	211
2024 Q4	$209K	Hold	1,997	–	–	0.01%	240
2024 Q3	$203K	Hold	1,997	–	–	0.01%	236
2024 Q2	$193K	Sell	1,997 -208	-9%	-$19.3K	0.01%	255
2024 Q1	$205K	Hold	2,205	–	–	0.01%	217
2023 Q4	$188K	Hold	2,205	–	–	0.01%	231
2023 Q3	$166K	Hold	2,205	–	–	0.01%	218
2023 Q2	$173K	Buy	+2,205	New	+$162K	0.02%	230

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Oxford Financial Group's ESGV Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.2% in Q2 2026, selling an estimated $10.6K and leaving 1,898 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #224.

Oxford Financial Group first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Oxford Financial Group held 1,898 shares of Vanguard ESG US Stock ETF worth $251K as of Q2 2026.
Oxford Financial Group sold 83 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.6K.
Vanguard ESG US Stock ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #224 holding.
Oxford Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.