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

Zhang 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	$540K	Hold	4,082	–	–	0.02%	257
2026 Q1	$458K	Hold	4,082	–	–	0.02%	256
2025 Q4	$494K	Hold	4,082	–	–	0.02%	223
2025 Q3	$483K	Buy	4,082 +1,067	+35%	+$121K	0.02%	219
2025 Q2	$331K	Sell	3,015 -5,391	-64%	-$543K	0.02%	232
2025 Q1	$823K	Hold	8,406	–	–	0.04%	177
2024 Q4	$882K	Hold	8,406	–	–	0.05%	161
2024 Q3	$854K	Buy	8,406 +5,119	+156%	+$502K	0.05%	158
2024 Q2	$318K	Hold	3,287	–	–	0.02%	218
2024 Q1	$306K	Hold	3,287	–	–	0.02%	222
2023 Q4	$280K	Hold	3,287	–	–	0.02%	224
2023 Q3	$247K	Hold	3,287	–	–	0.03%	211
2023 Q2	$258K	Hold	3,287	–	–	0.03%	212
2023 Q1	$236K	Sell	3,287 -46	-1%	-$3.21K	0.03%	211
2022 Q4	$220K	Buy	3,333 +46	+1%	+$3.07K	0.03%	214
2022 Q3	$207K	Hold	3,287	–	–	0.03%	203
2022 Q2	$218K	Buy	+3,287	New	+$237K	0.04%	199

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Zhang Financial's ESGV Position: Q2 2026 in Review

Zhang Financial held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 4,082 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #257.

Zhang Financial first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. The position peaked at $882K in Q4 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Zhang Financial held 4,082 shares of Vanguard ESG US Stock ETF worth $540K as of Q2 2026.
Zhang Financial left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #257 holding.
Zhang Financial first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
Zhang Financial's Vanguard ESG US Stock ETF position peaked at $882K in Q4 2024.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.