VAF
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Values Added Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Values Added Financial’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 		$1.74M Sell
13,177
-938
-7% -$120K 0.63% 35
2026
Q1 		$1.58M Buy
14,115
+6
+0% +$713 0.67% 35
2025
Q4 		$1.71M Buy
14,109
+143
+1% +$17.2K 0.72% 35
2025
Q3 		$1.65M Sell
13,966
-1,013
-7% -$115K 0.74% 33
2025
Q2 		$1.64M Sell
14,979
-2,132
-12% -$215K 0.8% 32
2025
Q1 		$1.68M Buy
17,111
+3,049
+22% +$319K 0.93% 28
2024
Q4 		$1.47M Buy
14,062
+223
+2% +$23.4K 0.85% 29
2024
Q3 		$1.41M Hold
13,839
– – 0.89% 27
2024
Q2 		$1.34M Buy
13,839
+683
+5% +$63.3K 0.96% 26
2024
Q1 		$1.23M Hold
13,156
– – 0.96% 26
2023
Q4 		$1.12M Buy
13,156
+1,230
+10% +$96.9K 0.92% 26
2023
Q3 		$897K Sell
11,926
-329
-3% -$25.8K 0.82% 28
2023
Q2 		$960K Buy
+12,255
New +$902K 0.9% 26

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Values Added Financial's ESGV Position: Q2 2026 in Review

Values Added Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.6% in Q2 2026, selling an estimated $120K and leaving 13,177 shares worth $1.74M. The position accounts for 0.63% of the portfolio, ranked #35.

Values Added Financial first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 312 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Values Added Financial held 13,177 shares of Vanguard ESG US Stock ETF worth $1.74M as of Q2 2026.
  • Values Added Financial sold 938 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $120K.
  • Vanguard ESG US Stock ETF made up 0.63% of Values Added Financial's portfolio in Q2 2026, its #35 holding.
  • Values Added Financial first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 312 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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