Empower Advisory Group
ESGV icon

Empower Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Empower Advisory Group’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 		$792K Sell
7,056
-183
-3% -$21.7K ﹤0.01% 262
2025
Q4 		$876K Buy
7,239
+140
+2% +$16.8K ﹤0.01% 263
2025
Q3 		$841K Sell
7,099
-132
-2% -$15K ﹤0.01% 269
2025
Q2 		$793K Sell
7,231
-168
-2% -$16.9K ﹤0.01% 268
2025
Q1 		$725K Sell
7,399
-1,166
-14% -$122K ﹤0.01% 271
2024
Q4 		$898K Sell
8,565
-722
-8% -$75.8K ﹤0.01% 249
2024
Q3 		$944K Buy
9,287
+108
+1% +$10.6K ﹤0.01% 238
2024
Q2 		$887K Sell
9,179
-520
-5% -$48.2K ﹤0.01% 237
2024
Q1 		$904K Buy
9,699
+2,117
+28% +$188K ﹤0.01% 234
2023
Q4 		$645K Buy
7,582
+84
+1% +$6.62K ﹤0.01% 269
2023
Q3 		$564K Sell
7,498
-248
-3% -$19.5K ﹤0.01% 283
2023
Q2 		$607K Sell
7,746
-249
-3% -$18.3K ﹤0.01% 282
2023
Q1 		$574K Buy
+7,995
New +$557K ﹤0.01% 290

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

Empower Advisory Group's ESGV Position: Q1 2026 in Review

Empower Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.5% in Q1 2026, selling an estimated $21.7K and leaving 7,056 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Empower Advisory Group first reported a position in ESGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $944K in Q3 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Empower Advisory Group held 7,056 shares of Vanguard ESG US Stock ETF worth $792K as of Q1 2026.
  • Empower Advisory Group sold 183 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $21.7K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #262 holding.
  • Empower Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Vanguard ESG US Stock ETF position peaked at $944K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.