Toth Financial Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Toth Financial Advisory’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	$30K	Hold	227	–	–	﹤0.01%	449
2026 Q1	$25.5K	Buy	227 +1	+0.4%	+$119	﹤0.01%	454
2025 Q4	$27.4K	Hold	226	–	–	﹤0.01%	435
2025 Q3	$26.7K	Buy	226 +1	+0.4%	+$114	﹤0.01%	438
2025 Q2	$24.7K	Buy	225 +1	+0.4%	+$101	﹤0.01%	407
2025 Q1	$22K	Hold	224	–	–	﹤0.01%	393
2024 Q4	$23.5K	Buy	224 +1	+0.4%	+$105	﹤0.01%	379
2024 Q3	$22.7K	Hold	223	–	–	﹤0.01%	368
2024 Q2	$21.5K	Buy	223 +1	+0.5%	+$93	﹤0.01%	385
2024 Q1	$20.7K	Buy	222 +1	+0.5%	+$89	﹤0.01%	384
2023 Q4	$18.8K	Hold	221	–	–	﹤0.01%	397
2023 Q3	$16.6K	Buy	221 +1	+0.5%	+$78	﹤0.01%	393
2023 Q2	$17.2K	Buy	220 +1	+0.5%	+$74	﹤0.01%	409
2023 Q1	$15.7K	Hold	219	–	–	﹤0.01%	409
2022 Q4	$14.4K	Buy	219 +1	+0.5%	+$67	﹤0.01%	409
2022 Q3	$14K	Buy	218 +1	+0.5%	+$70	﹤0.01%	410
2022 Q2	$14K	Buy	217 +1	+0.5%	+$72	﹤0.01%	395
2022 Q1	$18K	Buy	216 +66	+44%	+$5.31K	﹤0.01%	397
2021 Q4	$13K	Buy	150 +1	+0.7%	+$85	﹤0.01%	454
2021 Q3	$12K	Buy	149 +65	+77%	+$5.36K	﹤0.01%	457
2021 Q2	$7K	Hold	84	–	–	﹤0.01%	486
2021 Q1	$6K	Buy	84 +1	+1%	+$72	﹤0.01%	503
2020 Q4	$6K	Hold	83	–	–	﹤0.01%	445
2020 Q3	$5K	Hold	83	–	–	﹤0.01%	427
2020 Q2	$5K	Hold	83	–	–	﹤0.01%	407
2020 Q1	$4K	Sell	83 -274	-77%	-$14.8K	﹤0.01%	346
2019 Q4	$20K	Buy	+357	New	+$19.3K	﹤0.01%	257

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Toth Financial Advisory's ESGV Position: Q2 2026 in Review

Toth Financial Advisory held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 227 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Toth Financial Advisory first reported a position in ESGV in Q4 2019 and has held it in 27 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Toth Financial Advisory held 227 shares of Vanguard ESG US Stock ETF worth $30K as of Q2 2026.
Toth Financial Advisory left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #449 holding.
Toth Financial Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 27 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.