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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Financial Management's ESGV Position: Q1 2026 in Review

Phillips Financial Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 347 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Phillips Financial Management first reported a position in ESGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.1K in Q3 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Phillips Financial Management held 347 shares of Vanguard ESG US Stock ETF worth $39K as of Q1 2026.
  • Phillips Financial Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #241 holding.
  • Phillips Financial Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 7 quarters since.
  • Phillips Financial Management's Vanguard ESG US Stock ETF position peaked at $52.1K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.