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West Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

West Financial Advisors’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 		$2.43M Sell
18,386
-274
-1% -$34.9K 0.37% 29
2026
Q1 		$2.09M Sell
18,660
-58
-0.3% -$6.89K 0.36% 30
2025
Q4 		$2.26M Sell
18,718
-312
-2% -$37.4K 0.38% 26
2025
Q3 		$2.25M Sell
19,030
-999
-5% -$114K 0.37% 27
2025
Q2 		$2.2M Buy
20,029
+537
+3% +$54.1K 0.38% 27
2025
Q1 		$1.91M Buy
19,492
+202
+1% +$21.1K 0.36% 27
2024
Q4 		$2.02M Sell
19,290
-2,118
-10% -$222K 0.39% 27
2024
Q3 		$2.18M Sell
21,408
-1,114
-5% -$109K 0.42% 26
2024
Q2 		$2.18M Buy
22,522
+6,292
+39% +$583K 0.45% 27
2024
Q1 		$1.51M Sell
16,230
-70
-0.4% -$6.22K 0.32% 30
2023
Q4 		$1.39M Sell
16,300
-1,229
-7% -$96.9K 0.32% 30
2023
Q3 		$1.32M Buy
17,529
+15
+0.1% +$1.18K 0.33% 29
2023
Q2 		$1.37M Buy
17,514
+233
+1% +$17.2K 0.34% 28
2023
Q1 		$1.24M Buy
17,281
+730
+4% +$50.9K 0.32% 29
2022
Q4 		$1.09M Buy
16,551
+1,123
+7% +$74.9K 0.3% 28
2022
Q3 		$971K Buy
15,428
+4
+0% +$281 0.29% 29
2022
Q2 		$1.02M Buy
15,424
+677
+5% +$48.9K 0.3% 27
2022
Q1 		$1.2M Buy
14,747
+226
+2% +$18.2K 0.31% 26
2021
Q4 		$1.28M Sell
14,521
-430
-3% -$36.7K 0.34% 22
2021
Q3 		$1.2M Buy
14,951
+4,545
+44% +$374K 0.35% 21
2021
Q2 		$832K Buy
10,406
+2,191
+27% +$170K 0.25% 24
2021
Q1 		$606K Hold
8,215
– – 0.2% 26
2020
Q4 		$576K Buy
+8,215
New +$542K 0.2% 22

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
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

West Financial Advisors's ESGV Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.5% in Q2 2026, selling an estimated $34.9K and leaving 18,386 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #29.

West Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 187 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • West Financial Advisors held 18,386 shares of Vanguard ESG US Stock ETF worth $2.43M as of Q2 2026.
  • West Financial Advisors sold 274 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard ESG US Stock ETF made up 0.37% of West Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • West Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.