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D. Scott Neal’s Vanguard ESG US Stock ETF ESGV Stock Holding History

D. Scott Neal’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
Q3 		$253K Buy
2,132
+18
+0.9% +$2.05K 0.12% 50
2025
Q2 		$232K Buy
2,114
+49
+2% +$4.94K 0.12% 51
2025
Q1 		$202K Sell
2,065
-157
-7% -$16.4K 0.11% 53
2024
Q4 		$233K Sell
2,222
-141
-6% -$14.8K 0.13% 50
2024
Q3 		$240K Sell
2,363
-25
-1% -$2.45K 0.13% 54
2024
Q2 		$231K Sell
2,388
-230
-9% -$21.3K 0.13% 60
2024
Q1 		$244K Hold
2,618
– – 0.16% 58
2023
Q4 		$223K Buy
+2,618
New +$206K 0.2% 56
2023
Q3 		– Sell
-2,618
Closed -$205K – 65
2023
Q2 		$205K Buy
+2,618
New +$193K 0.15% 63

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

D. Scott Neal's ESGV Position: Q3 2025 in Review

D. Scott Neal increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.85% in Q3 2025, buying an estimated $2.05K and bringing the position to 2,132 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #50.

D. Scott Neal first reported a position in ESGV in Q2 2023 and has held it in 9 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • D. Scott Neal held 2,132 shares of Vanguard ESG US Stock ETF worth $253K as of Q3 2025.
  • D. Scott Neal bought 18 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $2.05K.
  • Vanguard ESG US Stock ETF made up 0.12% of D. Scott Neal's portfolio in Q3 2025, its #50 holding.
  • D. Scott Neal first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 9 quarters since.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.