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

RTD 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 		$399K Hold
3,017
– – 0.04% 105
2026
Q1 		$339K Hold
3,017
– – 0.04% 100
2025
Q4 		$365K Sell
3,017
-253
-8% -$30.4K 0.04% 97
2025
Q3 		$387K Hold
3,270
– – 0.05% 88
2025
Q2 		$359K Buy
+3,270
New +$330K 0.05% 85

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

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

RTD Financial Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,017 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #105.

RTD Financial Advisors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • RTD Financial Advisors held 3,017 shares of Vanguard ESG US Stock ETF worth $399K as of Q2 2026.
  • RTD 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 RTD Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • RTD Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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