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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
Q3 		$30.9K Buy
228
+1
+0.4% +$135 ﹤0.01% 445
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Toth Financial Advisory's ESGV Position: Q3 2026 in Review

Toth Financial Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.44% in Q3 2026, buying an estimated $135 and bringing the position to 228 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Toth Financial Advisory first reported a position in ESGV in Q4 2019 and has held it in 28 quarters since. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Toth Financial Advisory held 228 shares of Vanguard ESG US Stock ETF worth $30.9K as of Q3 2026.
  • Toth Financial Advisory bought 1 Vanguard ESG US Stock ETF share in Q3 2026, an estimated $135.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #445 holding.
  • Toth Financial Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 28 quarters since.
  • 29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.