WF
ESGV icon

Warner Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Warner 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 		$419K Buy
3,170
+675
+27% +$86.1K 0.12% 100
2026
Q1 		$280K Buy
2,495
+189
+8% +$22.4K 0.1% 119
2025
Q4 		$279K Buy
2,306
+55
+2% +$6.6K 0.1% 114
2025
Q3 		$267K Buy
2,251
+162
+8% +$18.4K 0.1% 110
2025
Q2 		$229K Buy
+2,089
New +$211K 0.09% 111

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

Warner Financial's ESGV Position: Q2 2026 in Review

Warner Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 27% in Q2 2026, buying an estimated $86.1K and bringing the position to 3,170 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #100.

Warner Financial first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Warner Financial held 3,170 shares of Vanguard ESG US Stock ETF worth $419K as of Q2 2026.
  • Warner Financial bought 675 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $86.1K.
  • Vanguard ESG US Stock ETF made up 0.12% of Warner Financial's portfolio in Q2 2026, its #100 holding.
  • Warner Financial first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.