VF
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Vawter Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vawter 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 		$246K Hold
1,860
– – 0.09% 115
2026
Q1 		$209K Hold
1,860
– – 0.09% 119
2025
Q4 		$225K Hold
1,860
– – 0.1% 112
2025
Q3 		$220K Buy
+1,860
New +$212K 0.1% 109

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

Vawter Financial's ESGV Position: Q2 2026 in Review

Vawter Financial held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,860 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #115.

Vawter Financial first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Vawter Financial held 1,860 shares of Vanguard ESG US Stock ETF worth $246K as of Q2 2026.
  • Vawter Financial left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of Vawter Financial's portfolio in Q2 2026, its #115 holding.
  • Vawter Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.