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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
Q3 		$1.09M Sell
8,017
-268
-3% -$36.1K 0.25% 21
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 $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

TrueFG's ESGV Position: Q3 2026 in Review

TrueFG reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.2% in Q3 2026, selling an estimated $36.1K and leaving 8,017 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #21.

TrueFG first reported a position in ESGV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q2 2026. 142 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • TrueFG held 8,017 shares of Vanguard ESG US Stock ETF worth $1.09M as of Q3 2026.
  • TrueFG sold 268 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $36.1K.
  • Vanguard ESG US Stock ETF made up 0.25% of TrueFG's portfolio in Q3 2026, its #21 holding.
  • TrueFG first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueFG's Vanguard ESG US Stock ETF position peaked at $1.1M in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.