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Stonebridge Financial Planning Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stonebridge Financial Planning 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
Q2 		$371K Hold
2,805
– – 0.12% 142
2026
Q1 		$315K Hold
2,805
– – 0.12% 144
2025
Q4 		$339K Hold
2,805
– – 0.12% 139
2025
Q3 		$332K Hold
2,805
– – 0.12% 143
2025
Q2 		$308K Sell
2,805
-120
-4% -$12.1K 0.13% 142
2025
Q1 		$287K Sell
2,925
-235
-7% -$24.6K 0.13% 141
2024
Q4 		$331K Buy
3,160
+45
+1% +$4.72K 0.15% 131
2024
Q3 		$317K Hold
3,115
– – 0.15% 135
2024
Q2 		$301K Hold
3,115
– – 0.15% 137
2024
Q1 		$290K Hold
3,115
– – 0.15% 131
2023
Q4 		$265K Sell
3,115
-760
-20% -$59.9K 0.15% 126
2023
Q3 		$291K Hold
3,875
– – 0.19% 116
2023
Q2 		$304K Hold
3,875
– – 0.19% 109
2023
Q1 		$278K Sell
3,875
-2,995
-44% -$209K 0.18% 105
2022
Q4 		$452K Hold
6,870
– – 0.3% 85
2022
Q3 		$432K Hold
6,870
– – 0.3% 81
2022
Q2 		$456K Hold
6,870
– – 0.31% 73
2022
Q1 		$557K Hold
6,870
– – 0.31% 70
2021
Q4 		$548K Buy
6,870
+135
+2% +$11.5K 0.29% 70
2021
Q3 		$586K Buy
6,735
+50
+0.7% +$4.12K 0.29% 74
2021
Q2 		$545K Sell
6,685
-1,150
-15% -$89.2K 0.29% 71
2021
Q1 		$602K Buy
7,835
+2,675
+52% +$194K 0.35% 56
2020
Q4 		$362K Buy
+5,160
New +$341K 0.23% 71

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Stonebridge Financial Planning Group's ESGV Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,805 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #142.

Stonebridge Financial Planning Group first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. The position peaked at $602K in Q1 2021. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,805 shares of Vanguard ESG US Stock ETF worth $371K as of Q2 2026.
  • Stonebridge Financial Planning Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.12% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #142 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Stonebridge Financial Planning Group's Vanguard ESG US Stock ETF position peaked at $602K in Q1 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.