Advisory Services Network’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Advisory Services Network’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	$448K	Buy	3,991 +25	+0.6%	+$2.97K	0.01%	1357
2025 Q4	$480K	Buy	3,966 +32	+0.8%	+$3.84K	0.01%	1237
2025 Q3	$466K	Buy	3,934 +16	+0.4%	+$1.82K	0.01%	1230
2025 Q2	$439K	Buy	3,918 +1,662	+74%	+$168K	0.01%	1219
2025 Q1	$221K	Sell	2,256 -310	-12%	-$32.4K	﹤0.01%	1471
2024 Q4	$269K	Buy	2,566 +174	+7%	+$18.3K	0.01%	1353
2024 Q3	$231K	Hold	2,392	–	–	﹤0.01%	1316
2024 Q2	$231K	Buy	2,392 +106	+5%	+$9.82K	﹤0.01%	1316
2024 Q1	$213K	Buy	2,286 +366	+19%	+$32.5K	﹤0.01%	1308
2023 Q4	$163K	Buy	+1,920	New	+$151K	﹤0.01%	1382
2023 Q2	–	Sell	-1,398	Closed	-$100K	–	2104
2023 Q1	$100K	Sell	1,398 -1,054	-43%	-$73.5K	﹤0.01%	1650
2022 Q4	$162K	Buy	+2,452	New	+$164K	0.01%	1369
2022 Q1	–	Sell	-2,765	Closed	-$243K	–	1474
2021 Q4	$243K	Buy	+2,765	New	+$236K	0.01%	1211
2021 Q3	–	Sell	-602	Closed	-$48K	–	1950
2021 Q2	$48K	Buy	+602	New	+$46.7K	﹤0.01%	2022
2021 Q1	–	Sell	-150	Closed	-$11K	–	1780
2020 Q4	$11K	Buy	+150	New	+$9.9K	﹤0.01%	2375

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Services Network's ESGV Position: Q1 2026 in Review

Advisory Services Network increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.63% in Q1 2026, buying an estimated $2.97K and bringing the position to 3,991 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #1357.

Advisory Services Network first reported a position in ESGV in Q4 2020 and has held it in 15 quarters since. The position peaked at $480K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Advisory Services Network held 3,991 shares of Vanguard ESG US Stock ETF worth $448K as of Q1 2026.
Advisory Services Network bought 25 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.97K.
Vanguard ESG US Stock ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1357 holding.
Advisory Services Network first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 15 quarters since.
Advisory Services Network's Vanguard ESG US Stock ETF position peaked at $480K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.