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Schaeffer Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Schaeffer Financial’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 		$248K Buy
2,209
+6
+0.3% +$713 0.21% 19
2025
Q4 		$267K Buy
+2,203
New +$264K 0.23% 15

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

Schaeffer Financial's ESGV Position: Q1 2026 in Review

Schaeffer Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.27% in Q1 2026, buying an estimated $713 and bringing the position to 2,209 shares worth $248K. The position accounts for 0.21% of the portfolio, ranked #19.

Schaeffer Financial first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Schaeffer Financial held 2,209 shares of Vanguard ESG US Stock ETF worth $248K as of Q1 2026.
  • Schaeffer Financial bought 6 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $713.
  • Vanguard ESG US Stock ETF made up 0.21% of Schaeffer Financial's portfolio in Q1 2026, its #19 holding.
  • Schaeffer Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Schaeffer Financial's Vanguard ESG US Stock ETF position peaked at $267K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.