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Advisory Alpha’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Advisory Alpha’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
2025
Q4 		– Sell
-1,776
Closed -$212K – 528
2025
Q3 		$212K Sell
1,776
-781
-31% -$88.9K 0.01% 497
2025
Q2 		$280K Buy
+2,557
New +$258K 0.01% 386
2020
Q4 		– Sell
-765
Closed -$48K – 267
2020
Q3 		$48K Buy
+765
New +$46.5K 0.01% 212
2020
Q2 		– Sell
-760
Closed -$37.7K – 244
2020
Q1 		$37.7K Buy
760
+252
+50% +$13.6K 0.01% 238
2019
Q4 		$29.3K Buy
508
+2
+0.4% +$108 0.01% 353
2019
Q3 		$25.8K Buy
+506
New +$26.2K 0.01% 333
2019
Q2 		– Sell
-502
Closed -$25.1K – 272
2019
Q1 		$25.1K Buy
+502
New +$23.6K 0.01% 314

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Advisory Alpha's ESGV Position: Q4 2025 in Review

Advisory Alpha sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 1,776 shares — an estimated $212K sold.

Advisory Alpha first reported a position in ESGV in Q1 2019 and held it in 7 quarters. The position peaked at $280K in Q2 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Advisory Alpha reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Advisory Alpha sold 1,776 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $212K.
  • Advisory Alpha first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and held it in 7 quarters.
  • Advisory Alpha's Vanguard ESG US Stock ETF position peaked at $280K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Advisory Alpha's 13F filing for Q4 2025, filed 6 Feb 2026.