DAGCO Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DAGCO Inc’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 Q2	–	Sell	-1,340	Closed	-$131K	–	365
2025 Q1	$131K	Buy	+1,340	New	+$140K	0.04%	104
2024 Q4	–	Sell	-581	Closed	-$59.1K	–	116
2024 Q3	$59.1K	Sell	581 -3	-0.5%	-$294	0.02%	126
2024 Q2	$56.4K	Buy	584 +2	+0.3%	+$185	0.03%	122
2024 Q1	$54.2K	Buy	+582	New	+$51.8K	0.02%	120

Other funds holding ESGV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

DAGCO Inc's ESGV Position: Q2 2025 in Review

DAGCO Inc sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 1,340 shares — an estimated $131K sold.

DAGCO Inc first reported a position in ESGV in Q1 2024 and held it in 4 quarters. The position peaked at $131K in Q1 2025. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

DAGCO Inc reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
DAGCO Inc sold 1,340 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $131K.
DAGCO Inc first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 4 quarters.
DAGCO Inc's Vanguard ESG US Stock ETF position peaked at $131K in Q1 2025.
620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on DAGCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.