QFPS
ESGV icon

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

Quantum Financial Planning Services’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 		$769K Buy
5,818
+64
+1% +$8.16K 0.24% 22
2026
Q1 		$646K Buy
5,754
+180
+3% +$21.4K 0.23% 24
2025
Q4 		$674K Buy
5,574
+14
+0.3% +$1.68K 0.24% 21
2025
Q3 		$659K Buy
5,560
+13
+0.2% +$1.48K 0.27% 17
2025
Q2 		$608K Buy
5,547
+13
+0.2% +$1.31K 0.29% 14
2025
Q1 		$542K Buy
5,534
+6
+0.1% +$627 0.3% 14
2024
Q4 		$580K Buy
+5,528
New +$580K 0.32% 15

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Quantum Financial Planning Services's ESGV Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q2 2026, buying an estimated $8.16K and bringing the position to 5,818 shares worth $769K. The position accounts for 0.24% of the portfolio, ranked #22.

Quantum Financial Planning Services first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Quantum Financial Planning Services held 5,818 shares of Vanguard ESG US Stock ETF worth $769K as of Q2 2026.
  • Quantum Financial Planning Services bought 64 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $8.16K.
  • Vanguard ESG US Stock ETF made up 0.24% of Quantum Financial Planning Services's portfolio in Q2 2026, its #22 holding.
  • Quantum Financial Planning Services first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.