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Financial Network Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Network 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 		$24.4K Hold
217
– – 0.02% 369
2025
Q4 		$26.2K Hold
217
– – 0.03% 358
2025
Q3 		$25.7K Hold
217
– – 0.03% 348
2025
Q2 		$23.8K Hold
217
– – 0.03% 341
2025
Q1 		$21.3K Hold
217
– – 0.03% 332
2024
Q4 		$22.8K Hold
217
– – 0.04% 263
2024
Q3 		$22.1K Buy
217
+110
+103% +$10.8K 0.02% 357
2024
Q2 		$10.3K Buy
+107
New +$9.92K 0.01% 481

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

Financial Network Wealth Advisors's ESGV Position: Q1 2026 in Review

Financial Network Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 217 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #369.

Financial Network Wealth Advisors first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $26.2K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Financial Network Wealth Advisors held 217 shares of Vanguard ESG US Stock ETF worth $24.4K as of Q1 2026.
  • Financial Network Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #369 holding.
  • Financial Network Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $26.2K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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