FNA
ESGV icon

First National Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

First National Advisers’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 		$276K Buy
2,460
+150
+6% +$17.8K 0.04% 221
2025
Q4 		$279K Buy
2,310
+250
+12% +$30K 0.04% 213
2025
Q3 		$244K Buy
+2,060
New +$235K 0.03% 215
2025
Q1 		– Sell
-3,610
Closed -$379K – 217
2024
Q4 		$379K Buy
3,610
+1,150
+47% +$121K 0.06% 153
2024
Q3 		$250K Buy
+2,460
New +$241K 0.04% 204

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

First National Advisers's ESGV Position: Q1 2026 in Review

First National Advisers increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.5% in Q1 2026, buying an estimated $17.8K and bringing the position to 2,460 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #221.

First National Advisers first reported a position in ESGV in Q3 2024 and has held it in 5 quarters since. The position peaked at $379K in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • First National Advisers held 2,460 shares of Vanguard ESG US Stock ETF worth $276K as of Q1 2026.
  • First National Advisers bought 150 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $17.8K.
  • Vanguard ESG US Stock ETF made up 0.04% of First National Advisers's portfolio in Q1 2026, its #221 holding.
  • First National Advisers first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 5 quarters since.
  • First National Advisers's Vanguard ESG US Stock ETF position peaked at $379K in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.