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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
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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFM LLC's ESGV Position: Q2 2026 in Review

SFM LLC reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.37% in Q2 2026, selling an estimated $4.21K and leaving 8,862 shares worth $1.17M. The position accounts for 0.6% of the portfolio, ranked #35.

SFM LLC first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • SFM LLC held 8,862 shares of Vanguard ESG US Stock ETF worth $1.17M as of Q2 2026.
  • SFM LLC sold 33 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.21K.
  • Vanguard ESG US Stock ETF made up 0.6% of SFM LLC's portfolio in Q2 2026, its #35 holding.
  • SFM LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.