SFM LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SFM LLC’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	$665K	Sell	4,909 -3,953	-45%	-$532K	0.33%	39
2026 Q2	$1.17M	Sell	8,862 -33	-0.4%	-$4.21K	0.6%	35
2026 Q1	$999K	Buy	8,895 +6	+0.1%	+$713	0.6%	33
2025 Q4	$1.08M	Buy	8,889 +352	+4%	+$42.2K	0.63%	33
2025 Q3	$1.01M	Sell	8,537 -858	-9%	-$97.7K	0.59%	35
2025 Q2	$1.03M	Buy	9,395 +255	+3%	+$25.7K	0.66%	33
2025 Q1	$895K	Sell	9,140 -769	-8%	-$80.4K	0.66%	36
2024 Q4	$1.04M	Sell	9,909 -156	-2%	-$16.4K	0.73%	33
2024 Q3	$1.02M	Buy	10,065 +230	+2%	+$22.5K	0.77%	31
2024 Q2	$950K	Sell	9,835 -9	-0.1%	-$834	0.72%	31
2024 Q1	$917K	Buy	9,844 +94	+1%	+$8.36K	0.7%	33
2023 Q4	$829K	Buy	+9,750	New	+$768K	0.69%	35

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

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

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 Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

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

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

SFM LLC's ESGV Position: Q3 2026 in Review

SFM LLC reduced its Vanguard ESG US Stock ETF (ESGV) stake by 45% in Q3 2026, selling an estimated $532K and leaving 4,909 shares worth $665K. The position accounts for 0.33% of the portfolio, ranked #39.

SFM LLC first reported a position in ESGV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2026. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

SFM LLC held 4,909 shares of Vanguard ESG US Stock ETF worth $665K as of Q3 2026.
SFM LLC sold 3,953 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $532K.
Vanguard ESG US Stock ETF made up 0.33% of SFM LLC's portfolio in Q3 2026, its #39 holding.
SFM LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 12 quarters since.
SFM LLC's Vanguard ESG US Stock ETF position peaked at $1.17M in Q2 2026.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.