Evelyn Partners Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Evelyn Partners Asset Management’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	$6.29K	Buy	+56	New	+$6.65K	﹤0.01%	276

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 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 New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evelyn Partners Asset Management's ESGV Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q1 2026: 56 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings.

679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Evelyn Partners Asset Management held 56 shares of Vanguard ESG US Stock ETF worth $6.29K as of Q1 2026.
Vanguard ESG US Stock ETF was a new Evelyn Partners Asset Management position in Q1 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #276 holding.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.