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 Q3	$790K	Buy	5,831 +13	+0.2%	+$1.75K	0.22%	21
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

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

Quantum Financial Planning Services's ESGV Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.22% in Q3 2026, buying an estimated $1.75K and bringing the position to 5,831 shares worth $790K. The position accounts for 0.22% of the portfolio, ranked #21.

Quantum Financial Planning Services first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Quantum Financial Planning Services held 5,831 shares of Vanguard ESG US Stock ETF worth $790K as of Q3 2026.
Quantum Financial Planning Services bought 13 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $1.75K.
Vanguard ESG US Stock ETF made up 0.22% of Quantum Financial Planning Services's portfolio in Q3 2026, its #21 holding.
Quantum Financial Planning Services first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
150 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.