AWM
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Avaii Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avaii Wealth Management’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 		$202K Hold
1,800
– – 0.07% 156
2025
Q4 		$218K Hold
1,800
– – 0.08% 137
2025
Q3 		$213K Buy
+1,800
New +$205K 0.08% 139

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

Avaii Wealth Management's ESGV Position: Q1 2026 in Review

Avaii Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 1,800 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #156.

Avaii Wealth Management first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Avaii Wealth Management held 1,800 shares of Vanguard ESG US Stock ETF worth $202K as of Q1 2026.
  • Avaii Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.07% of Avaii Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Avaii Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Avaii Wealth Management's Vanguard ESG US Stock ETF position peaked at $218K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.