EPW
ESGV icon

Endeavor Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Endeavor Private Wealth’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 		– Sell
-3,555
Closed -$421K – 209
2025
Q3 		$421K Buy
+3,555
New +$405K 0.13% 131

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 $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Endeavor Private Wealth's ESGV Position: Q4 2025 in Review

Endeavor Private Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 3,555 shares — an estimated $421K sold.

Endeavor Private Wealth first reported a position in ESGV in Q3 2025 and held it in 1 quarter. The position peaked at $421K in Q3 2025. 691 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Endeavor Private Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Endeavor Private Wealth sold 3,555 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $421K.
  • Endeavor Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and held it in 1 quarter.
  • Endeavor Private Wealth's Vanguard ESG US Stock ETF position peaked at $421K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Endeavor Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.