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Fortress Financial Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fortress Financial Solutions’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 		$1.08M Buy
9,614
+435
+5% +$51.7K 1.13% 21
2025
Q4 		$1.11M Sell
9,179
-463
-5% -$55.5K 1.14% 23
2025
Q3 		$1.14M Sell
9,642
-1,093
-10% -$124K 1.24% 21
2025
Q2 		$1.18M Buy
10,735
+5,085
+90% +$513K 1.48% 15
2025
Q1 		$553K Sell
5,650
-561
-9% -$58.7K 0.8% 23
2024
Q4 		$652K Buy
+6,211
New +$652K 0.93% 24

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

Fortress Financial Solutions's ESGV Position: Q1 2026 in Review

Fortress Financial Solutions increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.7% in Q1 2026, buying an estimated $51.7K and bringing the position to 9,614 shares worth $1.08M. The position accounts for 1.13% of the portfolio, ranked #21.

Fortress Financial Solutions first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Fortress Financial Solutions held 9,614 shares of Vanguard ESG US Stock ETF worth $1.08M as of Q1 2026.
  • Fortress Financial Solutions bought 435 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $51.7K.
  • Vanguard ESG US Stock ETF made up 1.13% of Fortress Financial Solutions's portfolio in Q1 2026, its #21 holding.
  • Fortress Financial Solutions first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Vanguard ESG US Stock ETF position peaked at $1.18M in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.