FNWM
ESGV icon

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

Financial Network 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 		$20.8M Sell
185,257
-571
-0.3% -$67.8K 6.58% 5
2025
Q4 		$22.5M Sell
185,828
-413
-0.2% -$49.5K 6.91% 4
2025
Q3 		$22.5M Buy
+186,241
New +$21.2M 6.95% 4
2025
Q1 		$24.9M Buy
254,139
+3,054
+1% +$319K 8.79% 2
2024
Q4 		$26.3M Sell
251,085
-1,890
-0.7% -$198K 9.41% 2
2024
Q3 		$25.7M Sell
252,975
-5,238
-2% -$513K 9.22% 2
2024
Q2 		$24.9M Buy
258,213
+1,843
+0.7% +$171K 9.5% 2
2024
Q1 		$23.5M Sell
256,370
-5,026
-2% -$447K 11.11% 2
2023
Q4 		$22.2M Sell
261,396
-7,713
-3% -$608K 9.62% 1
2023
Q3 		$20.3M Buy
269,109
+37,050
+16% +$2.91M 9.89% 1
2023
Q2 		$18.8M Buy
232,059
+13,158
+6% +$969K 8.68% 1
2023
Q1 		$15.7M Buy
218,901
+17,474
+9% +$1.22M 7.77% 1
2022
Q4 		$13.3M Sell
201,427
-14
-0% -$934 7.18% 1
2022
Q3 		$12.7M Buy
201,441
+18,870
+10% +$1.32M 7.91% 1
2022
Q2 		$12.1M Buy
182,571
+47,666
+35% +$3.44M 7.26% 2
2022
Q1 		$10.9M Buy
134,905
+17,416
+15% +$1.4M 5.71% 5
2021
Q4 		$10.3M Buy
117,489
+3,627
+3% +$310K 5.23% 5
2021
Q3 		$9.12M Buy
113,862
+5,124
+5% +$422K 5.21% 5
2021
Q2 		$8.7M Buy
108,738
+3,829
+4% +$297K 5.11% 5
2021
Q1 		$7.74M Buy
104,909
+8,541
+9% +$619K 5.05% 6
2020
Q4 		$6.76M Buy
+96,368
New +$6.36M 5.3% 5

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 Management's ESGV Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.31% in Q1 2026, selling an estimated $67.8K and leaving 185,257 shares worth $20.8M. The position accounts for 6.58% of the portfolio, ranked #5.

Financial Network Wealth Management first reported a position in ESGV in Q4 2020 and has held it in 21 quarters since. The position peaked at $26.3M in Q4 2024. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Financial Network Wealth Management held 185,257 shares of Vanguard ESG US Stock ETF worth $20.8M as of Q1 2026.
  • Financial Network Wealth Management sold 571 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $67.8K.
  • Vanguard ESG US Stock ETF made up 6.58% of Financial Network Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Financial Network Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Vanguard ESG US Stock ETF position peaked at $26.3M in Q4 2024.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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