Pacific Center for Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pacific Center for Financial Services’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	$58.7K	Buy	444 +1	+0.2%	+$128	0.01%	198
2026 Q1	$49.7K	Buy	443 +2	+0.5%	+$238	0.01%	202
2025 Q4	$52.2K	Hold	441	–	–	0.01%	194
2025 Q3	$52.2K	Buy	441 +1	+0.2%	+$114	0.01%	194
2025 Q2	$48.2K	Buy	440 +1	+0.2%	+$101	0.01%	193
2025 Q1	$43K	Buy	439 +2	+0.5%	+$209	0.01%	199
2024 Q4	$45.9K	Buy	437 +1	+0.2%	+$105	0.01%	191
2024 Q3	$44.4K	Buy	436 +1	+0.2%	+$98	0.01%	192
2024 Q2	$42K	Buy	435 +1	+0.2%	+$93	0.01%	191
2024 Q1	$40.4K	Buy	434 +1	+0.2%	+$89	0.01%	200
2023 Q4	$36.8K	Buy	433 +2	+0.5%	+$158	0.01%	187
2023 Q3	$32.4K	Buy	431 +1	+0.2%	+$78	0.01%	199
2023 Q2	$33.7K	Buy	430 +2	+0.5%	+$147	0.01%	189
2023 Q1	$30.7K	Buy	+428	New	+$29.8K	0.01%	198
2022 Q3	$24K	Buy	375 +30	+9%	+$2.11K	0.01%	210
2022 Q2	$23K	Buy	345 +28	+9%	+$2.02K	0.01%	209
2022 Q1	$26K	Buy	317 +10	+3%	+$804	0.01%	207
2021 Q4	$27K	Buy	307 +1	+0.3%	+$85	0.01%	203
2021 Q3	$25K	Buy	306 +1	+0.3%	+$82	0.01%	209
2021 Q2	$24K	Hold	305	–	–	0.01%	203
2021 Q1	$22K	Buy	305 +1	+0.3%	+$72	0.01%	201
2020 Q4	$21K	Buy	+304	New	+$20.1K	0.01%	202

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

Pacific Center for Financial Services's ESGV Position: Q2 2026 in Review

Pacific Center for Financial Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.23% in Q2 2026, buying an estimated $128 and bringing the position to 444 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #198.

Pacific Center for Financial Services first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Pacific Center for Financial Services held 444 shares of Vanguard ESG US Stock ETF worth $58.7K as of Q2 2026.
Pacific Center for Financial Services bought 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
Vanguard ESG US Stock ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #198 holding.
Pacific Center for Financial Services first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.