FMWA
ESGV icon

Forvis Mazars Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Forvis Mazars 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
Q2 		$1.3M Buy
9,794
+358
+4% +$45.6K 0.02% 200
2026
Q1 		$1.06M Hold
9,436
– – 0.02% 205
2025
Q4 		$1.14M Hold
9,436
– – 0.02% 194
2025
Q3 		$1.12M Buy
9,436
+145
+2% +$16.5K 0.02% 197
2025
Q2 		$1.02M Sell
9,291
-59
-0.6% -$5.95K 0.02% 203
2025
Q1 		$916K Sell
9,350
-15
-0.2% -$1.57K 0.02% 214
2024
Q4 		$982K Sell
9,365
-587
-6% -$61.6K 0.02% 225
2024
Q3 		$1.01M Sell
9,952
-128
-1% -$12.5K 0.02% 229
2024
Q2 		$974K Sell
10,080
-120
-1% -$11.1K 0.02% 213
2024
Q1 		$951K Sell
10,200
-1,503
-13% -$134K 0.02% 216
2023
Q4 		$995K Sell
11,703
-1,448
-11% -$114K 0.03% 206
2023
Q3 		$989K Buy
13,151
+732
+6% +$57.4K 0.03% 207
2023
Q2 		$973K Buy
12,419
+924
+8% +$68K 0.03% 218
2023
Q1 		$824K Buy
11,495
+1,298
+13% +$90.5K 0.03% 217
2022
Q4 		$672K Buy
10,197
+5,960
+141% +$398K 0.02% 228
2022
Q3 		$267K Buy
+4,237
New +$297K 0.01% 336

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ESGV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.8% in Q2 2026, buying an estimated $45.6K and bringing the position to 9,794 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #200.

Forvis Mazars Wealth Advisors first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 9,794 shares of Vanguard ESG US Stock ETF worth $1.3M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 358 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $45.6K.
  • Vanguard ESG US Stock ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.