FSA
ESGV icon

Financial Services Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Services Advisory’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
2025
Q1 		– Sell
-2,471
Closed -$259K – 47
2024
Q4 		$259K Buy
+2,471
New +$259K 0.06% 52
2023
Q4 		– Sell
-10,093
Closed -$759K – 58
2023
Q3 		$759K Sell
10,093
-10,959
-52% -$860K 0.37% 34
2023
Q2 		$1.65M Buy
21,052
+107
+0.5% +$7.88K 0.68% 23
2023
Q1 		$1.5M Buy
+20,945
New +$1.46M 0.98% 19

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Services Advisory's ESGV Position: Q1 2025 in Review

Financial Services Advisory sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 2,471 shares — an estimated $259K sold.

Financial Services Advisory first reported a position in ESGV in Q1 2023 and held it in 4 quarters. The position peaked at $1.65M in Q2 2023. 586 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Financial Services Advisory reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Services Advisory sold 2,471 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $259K.
  • Financial Services Advisory first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 4 quarters.
  • Financial Services Advisory's Vanguard ESG US Stock ETF position peaked at $1.65M in Q2 2023.
  • 586 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.