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ESGV icon

TrueFG’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TrueFG’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 		$1.1M Sell
8,285
-139
-2% -$17.7K 0.26% 21
2026
Q1 		$946K Sell
8,424
-199
-2% -$23.6K 0.25% 20
2025
Q4 		$1.04M Buy
8,623
+1
+0% +$120 0.28% 19
2025
Q3 		$1.02M Sell
8,622
-319
-4% -$36.3K 0.28% 19
2025
Q2 		$980K Sell
8,941
-39
-0.4% -$3.93K 0.29% 20
2025
Q1 		$880K Buy
8,980
+140
+2% +$14.6K 0.29% 18
2024
Q4 		$927K Sell
8,840
-225
-2% -$23.6K 0.3% 17
2024
Q3 		$921K Sell
9,065
-136
-1% -$13.3K 0.3% 17
2024
Q2 		$889K Sell
9,201
-354
-4% -$32.8K 0.32% 16
2024
Q1 		$890K Sell
9,555
-280
-3% -$24.9K 0.33% 16
2023
Q4 		$837K Sell
9,835
-137
-1% -$10.8K 0.33% 17
2023
Q3 		$750K Sell
9,972
-400
-4% -$31.4K 0.32% 17
2023
Q2 		$813K Sell
10,372
-181
-2% -$13.3K 0.35% 17
2023
Q1 		$757K Sell
10,553
-31
-0.3% -$2.16K 0.34% 17
2022
Q4 		$697K Buy
10,584
+723
+7% +$48.2K 0.33% 17
2022
Q3 		$620K Buy
9,861
+446
+5% +$31.3K 0.33% 17
2022
Q2 		$625K Buy
9,415
+75
+0.8% +$5.42K 0.32% 17
2022
Q1 		$757K Buy
9,340
+1,366
+17% +$110K 0.34% 17
2021
Q4 		$701K Hold
7,974
– – 0.31% 17
2021
Q3 		$684K Buy
7,974
+2,176
+38% +$179K 0.31% 17
2021
Q2 		$464K Sell
5,798
-212
-4% -$16.4K 0.24% 23
2021
Q1 		$443K Buy
6,010
+1,667
+38% +$121K 0.24% 22
2020
Q4 		$305K Buy
+4,343
New +$287K 0.18% 28

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

TrueFG's ESGV Position: Q2 2026 in Review

TrueFG reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q2 2026, selling an estimated $17.7K and leaving 8,285 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #21.

TrueFG first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • TrueFG held 8,285 shares of Vanguard ESG US Stock ETF worth $1.1M as of Q2 2026.
  • TrueFG sold 139 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard ESG US Stock ETF made up 0.26% of TrueFG's portfolio in Q2 2026, its #21 holding.
  • TrueFG first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.