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Avalon Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avalon Trust’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 		$42.1K Buy
375
+125
+50% +$14.8K ﹤0.01% 303
2025
Q4 		$30.2K Buy
+250
New +$30K ﹤0.01% 327

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

Avalon Trust's ESGV Position: Q1 2026 in Review

Avalon Trust increased its Vanguard ESG US Stock ETF (ESGV) stake by 50% in Q1 2026, buying an estimated $14.8K and bringing the position to 375 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Avalon Trust first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Avalon Trust held 375 shares of Vanguard ESG US Stock ETF worth $42.1K as of Q1 2026.
  • Avalon Trust bought 125 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $14.8K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #303 holding.
  • Avalon Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.