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Phillips Financial Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Phillips Financial Management’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
-347
Closed -$39K – 297
2026
Q1 		$39K Hold
347
– – ﹤0.01% 241
2025
Q4 		$42K Hold
347
– – ﹤0.01% 252
2025
Q3 		$41.1K Hold
347
– – ﹤0.01% 257
2025
Q2 		$38K Hold
347
– – ﹤0.01% 231
2025
Q1 		$34K Hold
347
– – ﹤0.01% 224
2024
Q4 		$36.4K Sell
347
-166
-32% -$17.4K ﹤0.01% 217
2024
Q3 		$52.1K Buy
+513
New +$50.3K ﹤0.01% 217

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

Phillips Financial Management's ESGV Position: Q2 2026 in Review

Phillips Financial Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 347 shares — an estimated $39K sold.

Phillips Financial Management first reported a position in ESGV in Q3 2024 and held it in 7 quarters. The position peaked at $52.1K in Q3 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Phillips Financial Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 347 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $39K.
  • Phillips Financial Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 7 quarters.
  • Phillips Financial Management's Vanguard ESG US Stock ETF position peaked at $52.1K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.