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Pathfinder Wealth Consulting’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-4,606
Closed -$517K – 42
2026
Q1 		$517K Hold
4,606
– – 0.34% 72
2025
Q4 		$557K Buy
+4,606
New +$553K 0.35% 64

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Pathfinder Wealth Consulting's ESGV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 4,606 shares — an estimated $517K sold.

Pathfinder Wealth Consulting first reported a position in ESGV in Q4 2025 and held it in 2 quarters. The position peaked at $557K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,606 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $517K.
  • Pathfinder Wealth Consulting first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Vanguard ESG US Stock ETF position peaked at $557K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.