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TPG Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TPG Financial Advisors’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 		$978K Buy
7,397
+728
+11% +$92.8K 0.29% 34
2026
Q1 		$749K Sell
6,669
-612
-8% -$72.7K 0.24% 39
2025
Q4 		$881K Buy
7,281
+246
+3% +$29.5K 0.29% 37
2025
Q3 		$833K Buy
7,035
+623
+10% +$70.9K 0.31% 38
2025
Q2 		$703K Sell
6,412
-2,183
-25% -$220K 0.28% 40
2025
Q1 		$842K Buy
8,595
+3,808
+80% +$398K 0.37% 33
2024
Q4 		$502K Buy
4,787
+350
+8% +$36.7K 0.22% 44
2024
Q3 		$451K Buy
4,437
+179
+4% +$17.5K 0.2% 45
2024
Q2 		$411K Buy
+4,258
New +$395K 0.19% 47
2023
Q4 		$438K Sell
5,177
-651
-11% -$51.3K 0.22% 47
2023
Q3 		$438K Buy
+5,828
New +$457K 0.23% 41

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

TPG Financial Advisors's ESGV Position: Q2 2026 in Review

TPG Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q2 2026, buying an estimated $92.8K and bringing the position to 7,397 shares worth $978K. The position accounts for 0.29% of the portfolio, ranked #34.

TPG Financial Advisors first reported a position in ESGV in Q3 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • TPG Financial Advisors held 7,397 shares of Vanguard ESG US Stock ETF worth $978K as of Q2 2026.
  • TPG Financial Advisors bought 728 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $92.8K.
  • Vanguard ESG US Stock ETF made up 0.29% of TPG Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • TPG Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.