EWM
ESGV icon

Evermay Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Evermay Wealth 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 		$271K Hold
2,415
– – 0.03% 167
2025
Q4 		$292K Hold
2,415
– – 0.03% 165
2025
Q3 		$286K Hold
2,415
– – 0.03% 169
2025
Q2 		$265K Hold
2,415
– – 0.03% 174
2025
Q1 		$237K Hold
2,415
– – 0.03% 175
2024
Q4 		$253K Hold
2,415
– – 0.04% 174
2024
Q3 		$245K Hold
2,415
– – 0.04% 180
2024
Q2 		$233K Hold
2,415
– – 0.04% 184
2024
Q1 		$225K Hold
2,415
– – 0.03% 190
2023
Q4 		$205K Hold
2,415
– – 0.04% 178
2023
Q3 		$182K Buy
2,415
+85
+4% +$6.67K 0.04% 175
2023
Q2 		$183K Buy
+2,330
New +$172K 0.04% 184

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

Evermay Wealth Management's ESGV Position: Q1 2026 in Review

Evermay Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,415 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #167.

Evermay Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 12 quarters since. The position peaked at $292K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Evermay Wealth Management held 2,415 shares of Vanguard ESG US Stock ETF worth $271K as of Q1 2026.
  • Evermay Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Evermay Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 12 quarters since.
  • Evermay Wealth Management's Vanguard ESG US Stock ETF position peaked at $292K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.