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Fairview Capital Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fairview Capital Investment 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 		– Sell
-1,800
Closed -$218K – 192
2025
Q4 		$218K Sell
1,800
-350
-16% -$42K 0.01% 168
2025
Q3 		$255K Sell
2,150
-200
-9% -$22.8K 0.01% 150
2025
Q2 		$258K Sell
2,350
-200
-8% -$20.2K 0.01% 144
2025
Q1 		$250K Hold
2,550
– – 0.01% 149
2024
Q4 		$267K Sell
2,550
-300
-11% -$31.5K 0.01% 145
2024
Q3 		$290K Hold
2,850
– – 0.02% 133
2024
Q2 		$275K Sell
2,850
-200
-7% -$18.5K 0.02% 131
2024
Q1 		$284K Sell
3,050
-200
-6% -$17.8K 0.02% 133
2023
Q4 		$276K Hold
3,250
– – 0.02% 133
2023
Q3 		$244K Hold
3,250
– – 0.02% 134
2023
Q2 		$255K Hold
3,250
– – 0.02% 127
2023
Q1 		$233K Hold
3,250
– – 0.02% 129
2022
Q4 		$214K Hold
3,250
– – 0.01% 133
2022
Q3 		$204K Hold
3,250
– – 0.01% 127
2022
Q2 		$215K Sell
3,250
-150
-4% -$10.8K 0.01% 135
2022
Q1 		$275K Hold
3,400
– – 0.02% 115
2021
Q4 		$298K Sell
3,400
-125
-4% -$10.7K 0.02% 114
2021
Q3 		$282K Hold
3,525
– – 0.02% 109
2021
Q2 		$281K Hold
3,525
– – 0.02% 109
2021
Q1 		$259K Hold
3,525
– – 0.01% 144
2020
Q4 		$247K Hold
3,525
– – 0.01% 134
2020
Q3 		$217K Buy
+3,525
New +$214K 0.01% 129

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

Fairview Capital Investment Management's ESGV Position: Q1 2026 in Review

Fairview Capital Investment Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,800 shares — an estimated $218K sold.

Fairview Capital Investment Management first reported a position in ESGV in Q3 2020 and held it in 22 quarters. The position peaked at $298K in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Fairview Capital Investment Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Fairview Capital Investment Management sold 1,800 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $218K.
  • Fairview Capital Investment Management first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and held it in 22 quarters.
  • Fairview Capital Investment Management's Vanguard ESG US Stock ETF position peaked at $298K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.