Stanich Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stanich Group’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	$75.7M	Buy	558,545 +7,136	+1%	+$960K	36.54%	1
2026 Q2	$72.9M	Buy	551,409 +23,788	+5%	+$3.03M	45.91%	1
2026 Q1	$59.2M	Buy	527,621 +19,498	+4%	+$2.32M	45.15%	1
2025 Q4	$61.5M	Buy	508,123 +14,688	+3%	+$1.76M	46.35%	1
2025 Q3	$58.4M	Buy	493,435 +4,127	+0.8%	+$470K	35.78%	1
2025 Q2	$54.1M	Sell	489,308 -53,430	-10%	-$5.39M	48.49%	1
2025 Q1	$53.2M	Buy	542,738 +28,910	+6%	+$3.02M	39.31%	1
2024 Q4	$53.9M	Buy	+513,828	New	+$53.9M	40.27%	1

Other funds holding ESGV

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

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

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

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Stanich Group's ESGV Position: Q3 2026 in Review

Stanich Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.3% in Q3 2026, buying an estimated $960K and bringing the position to 558,545 shares worth $75.7M. The position accounts for 36.54% of the portfolio, ranked #1.

Stanich Group first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Stanich Group held 558,545 shares of Vanguard ESG US Stock ETF worth $75.7M as of Q3 2026.
Stanich Group bought 7,136 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $960K.
Vanguard ESG US Stock ETF made up 36.54% of Stanich Group's portfolio in Q3 2026, its #1 holding.
Stanich Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.