Avaii Wealth Management
ESGV icon

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
Q3 		$219K Sell
1,600
-200
-11% -$26.9K 0.06% 165
2026
Q2 		$238K Hold
1,800
– – 0.07% 158
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

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Morgan Stanley
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Creative Planning
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Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avaii Wealth Management's ESGV Position: Q3 2026 in Review

Avaii Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q3 2026, selling an estimated $26.9K and leaving 1,600 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #165.

Avaii Wealth Management first reported a position in ESGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2026. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Avaii Wealth Management held 1,600 shares of Vanguard ESG US Stock ETF worth $219K as of Q3 2026.
  • Avaii Wealth Management sold 200 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $26.9K.
  • Vanguard ESG US Stock ETF made up 0.06% of Avaii Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Avaii Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • Avaii Wealth Management's Vanguard ESG US Stock ETF position peaked at $238K in Q2 2026.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.