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

Advisornet 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
Q1 		$146K Buy
1,300
+144
+12% +$17.1K 0.01% 700
2025
Q4 		$140K Buy
1,156
+149
+15% +$17.9K 0.01% 708
2025
Q3 		$119K Hold
1,007
– – 0.01% 742
2025
Q2 		$110K Buy
1,007
+560
+125% +$56.5K 0.01% 734
2025
Q1 		$43.7K Buy
447
+167
+60% +$17.5K ﹤0.01% 979
2024
Q4 		$29.4K Hold
280
– – ﹤0.01% 1027
2024
Q3 		$28.5K Buy
280
+165
+143% +$16.2K ﹤0.01% 1080
2024
Q2 		$11.1K Hold
115
– – ﹤0.01% 1281
2024
Q1 		$10.7K Sell
115
-671
-85% -$59.7K ﹤0.01% 1262
2023
Q4 		$66.9K Sell
786
-189
-19% -$14.9K 0.01% 739
2023
Q3 		$73.3K Hold
975
– – 0.01% 690
2023
Q2 		$76.4K Sell
975
-266
-21% -$19.6K 0.01% 701
2023
Q1 		$89K Sell
1,241
-236
-16% -$16.4K 0.01% 648
2022
Q4 		$97.3K Buy
1,477
+242
+20% +$16.1K 0.01% 631
2022
Q3 		$78K Sell
1,235
-234
-16% -$16.4K 0.01% 720
2022
Q2 		$98K Buy
1,469
+93
+7% +$6.71K 0.01% 671
2022
Q1 		$112K Buy
1,376
+1,131
+462% +$90.9K 0.01% 715
2021
Q4 		$22K Hold
245
– – ﹤0.01% 1262
2021
Q3 		$20K Buy
+245
New +$20.2K ﹤0.01% 1250
2020
Q4 		– Sell
-1,300
Closed -$80K – 1714
2020
Q3 		$80K Hold
1,300
– – 0.01% 734
2020
Q2 		$73K Hold
1,300
– – 0.01% 761
2020
Q1 		$60K Hold
1,300
– – 0.01% 740
2019
Q4 		$74K Hold
1,300
– – 0.01% 768
2019
Q3 		$67K Hold
1,300
– – 0.01% 795
2019
Q2 		$67K Hold
1,300
– – 0.01% 716
2019
Q1 		$64K Hold
1,300
– – 0.01% 667
2018
Q4 		$56K Buy
+1,300
New +$60.1K 0.01% 661

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's ESGV Position: Q1 2026 in Review

Advisornet Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q1 2026, buying an estimated $17.1K and bringing the position to 1,300 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #700.

Advisornet Financial first reported a position in ESGV in Q4 2018 and has held it in 27 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Advisornet Financial held 1,300 shares of Vanguard ESG US Stock ETF worth $146K as of Q1 2026.
  • Advisornet Financial bought 144 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $17.1K.
  • Vanguard ESG US Stock ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #700 holding.
  • Advisornet Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 27 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.