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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
Q3 		$339K Sell
2,498
-176
-7% -$23.7K 0.26% 20
2026
Q2 		$354K Buy
2,674
+465
+21% +$59.3K 0.27% 17
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

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Schaeffer Financial's ESGV Position: Q3 2026 in Review

Schaeffer Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.6% in Q3 2026, selling an estimated $23.7K and leaving 2,498 shares worth $339K. The position accounts for 0.26% of the portfolio, ranked #20.

Schaeffer Financial first reported a position in ESGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q2 2026. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Schaeffer Financial held 2,498 shares of Vanguard ESG US Stock ETF worth $339K as of Q3 2026.
  • Schaeffer Financial sold 176 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $23.7K.
  • Vanguard ESG US Stock ETF made up 0.26% of Schaeffer Financial's portfolio in Q3 2026, its #20 holding.
  • Schaeffer Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • Schaeffer Financial's Vanguard ESG US Stock ETF position peaked at $354K in Q2 2026.
  • 319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.