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Diversify Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,845
Closed -$225K – 424
2025
Q4 		$225K Sell
1,845
-37
-2% -$4.44K 0.01% 834
2025
Q3 		$229K Sell
1,882
-136
-7% -$15.5K 0.01% 807
2025
Q2 		$230K Buy
+2,018
New +$203K 0.01% 752

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diversify Advisory Services's ESGV Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,845 shares — an estimated $225K sold.

Diversify Advisory Services first reported a position in ESGV in Q2 2025 and held it in 3 quarters. The position peaked at $230K in Q2 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Diversify Advisory Services reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,845 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $225K.
  • Diversify Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Vanguard ESG US Stock ETF position peaked at $230K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.