EWA
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EverSource Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

EverSource Wealth Advisors’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 		$12.9K Hold
115
– – ﹤0.01% 2779
2025
Q4 		$13.9K Buy
+115
New +$13.8K ﹤0.01% 2618
2025
Q1 		– Sell
-131
Closed -$13.7K – 4072
2024
Q4 		$13.7K Buy
+131
New +$13.7K ﹤0.01% 1839

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

EverSource Wealth Advisors's ESGV Position: Q1 2026 in Review

EverSource Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 115 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

EverSource Wealth Advisors first reported a position in ESGV in Q4 2024 and has held it in 3 quarters since. The position peaked at $13.9K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • EverSource Wealth Advisors held 115 shares of Vanguard ESG US Stock ETF worth $12.9K as of Q1 2026.
  • EverSource Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2779 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $13.9K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.