Clearview Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clearview Wealth Advisors’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	$1.06M	Sell	8,758 -188	-2%	-$22.6K	0.67%	35
2025 Q3	$1.06M	Hold	8,946	–	–	0.68%	32
2025 Q2	$981K	Sell	8,946 -28	-0.3%	-$2.82K	0.68%	33
2025 Q1	$879K	Sell	8,974 -377	-4%	-$39.4K	0.66%	33
2024 Q4	$981K	Sell	9,351 -482	-5%	-$50.6K	0.75%	31
2024 Q3	$1,000K	Sell	9,833 -398	-4%	-$39K	0.77%	28
2024 Q2	$989K	Sell	10,231 -16	-0.2%	-$1.48K	0.86%	28
2024 Q1	$955K	Sell	10,247 -1,567	-13%	-$139K	0.97%	21
2023 Q4	$1M	Buy	11,814 +18	+0.2%	+$1.42K	1.17%	25
2023 Q3	$887K	Sell	11,796 -233	-2%	-$18.3K	1.1%	24
2023 Q2	$942K	Sell	12,029 -79	-0.7%	-$5.82K	0.96%	25
2023 Q1	$868K	Sell	12,108 -14,941	-55%	-$1.04M	0.88%	24
2022 Q4	$1.78M	Buy	+27,049	New	+$1.8M	1.38%	15

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Clearview Wealth Advisors's ESGV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q4 2025, selling an estimated $22.6K and leaving 8,758 shares worth $1.06M. The position accounts for 0.67% of the portfolio, ranked #35.

Clearview Wealth Advisors first reported a position in ESGV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2022. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Clearview Wealth Advisors held 8,758 shares of Vanguard ESG US Stock ETF worth $1.06M as of Q4 2025.
Clearview Wealth Advisors sold 188 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $22.6K.
Vanguard ESG US Stock ETF made up 0.67% of Clearview Wealth Advisors's portfolio in Q4 2025, its #35 holding.
Clearview Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 13 quarters since.
Clearview Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $1.78M in Q4 2022.
690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.