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Trademark Financial Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Trademark Financial Management’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 		$3.91M Sell
29,581
-551
-2% -$70.3K 1.6% 18
2026
Q1 		$3.38M Sell
30,132
-266
-0.9% -$31.6K 1.66% 19
2025
Q4 		$3.68M Sell
30,398
-7,366
-20% -$884K 2.02% 17
2025
Q3 		$4.47M Sell
37,764
-384
-1% -$43.7K 2.6% 11
2025
Q2 		$4.18M Buy
38,148
+2,289
+6% +$231K 2.56% 12
2025
Q1 		$3.51M Sell
35,859
-1,510
-4% -$158K 2.68% 9
2024
Q4 		$3.92M Buy
37,369
+11,637
+45% +$1.22M 3.11% 8
2024
Q3 		$2.62M Sell
25,732
-484
-2% -$47.4K 2.07% 13
2024
Q2 		$2.53M Sell
26,216
-324
-1% -$30K 2.06% 13
2024
Q1 		$2.47M Sell
26,540
-16,433
-38% -$1.46M 2.05% 12
2023
Q4 		$3.66M Buy
+42,973
New +$3.39M 2.68% 8

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Trademark Financial Management's ESGV Position: Q2 2026 in Review

Trademark Financial Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.8% in Q2 2026, selling an estimated $70.3K and leaving 29,581 shares worth $3.91M. The position accounts for 1.6% of the portfolio, ranked #18.

Trademark Financial Management first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q3 2025. 341 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Trademark Financial Management held 29,581 shares of Vanguard ESG US Stock ETF worth $3.91M as of Q2 2026.
  • Trademark Financial Management sold 551 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $70.3K.
  • Vanguard ESG US Stock ETF made up 1.6% of Trademark Financial Management's portfolio in Q2 2026, its #18 holding.
  • Trademark Financial Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Trademark Financial Management's Vanguard ESG US Stock ETF position peaked at $4.47M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.