PFG Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

PFG Investments’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	$5.21M	Buy	39,421 +2,437	+7%	+$311K	0.2%	97
2026 Q1	$4.15M	Buy	36,984 +88	+0.2%	+$10.5K	0.19%	95
2025 Q4	$4.46M	Buy	36,896 +1,827	+5%	+$219K	0.21%	85
2025 Q3	$4.15M	Buy	35,069 +1,151	+3%	+$131K	0.22%	89
2025 Q2	$3.72M	Buy	33,918 +7,620	+29%	+$768K	0.22%	88
2025 Q1	$2.58M	Buy	26,298 +4,595	+21%	+$480K	0.17%	113
2024 Q4	$2.28M	Buy	21,703 +2,745	+14%	+$288K	0.14%	131
2024 Q3	$1.93M	Buy	18,958 +2,993	+19%	+$293K	0.12%	162
2024 Q2	$1.54M	Buy	15,965 +1,883	+13%	+$175K	0.11%	181
2024 Q1	$1.31M	Buy	+14,082	New	+$1.25M	0.08%	276

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

PFG Investments's ESGV Position: Q2 2026 in Review

PFG Investments increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.6% in Q2 2026, buying an estimated $311K and bringing the position to 39,421 shares worth $5.21M. The position accounts for 0.2% of the portfolio, ranked #97.

PFG Investments first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

PFG Investments held 39,421 shares of Vanguard ESG US Stock ETF worth $5.21M as of Q2 2026.
PFG Investments bought 2,437 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $311K.
Vanguard ESG US Stock ETF made up 0.2% of PFG Investments's portfolio in Q2 2026, its #97 holding.
PFG Investments first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 10 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.