Quantum Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quantum Financial Advisors’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	$439K	Hold	3,323	–	–	0.04%	136
2026 Q1	$373K	Sell	3,323 -34	-1%	-$4.04K	0.04%	133
2025 Q4	$406K	Hold	3,357	–	–	0.05%	133
2025 Q3	$398K	Hold	3,357	–	–	0.05%	114
2025 Q2	$368K	Hold	3,357	–	–	0.05%	116
2025 Q1	$329K	Buy	3,357 +10	+0.3%	+$1.05K	0.05%	113
2024 Q4	$351K	Buy	+3,347	New	+$351K	0.05%	113

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

Quantum Financial Advisors's ESGV Position: Q2 2026 in Review

Quantum Financial Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,323 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #136.

Quantum Financial Advisors first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Quantum Financial Advisors held 3,323 shares of Vanguard ESG US Stock ETF worth $439K as of Q2 2026.
Quantum Financial Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #136 holding.
Quantum Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.