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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ESGV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 9,436 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #205.

Forvis Mazars Wealth Advisors first reported a position in ESGV in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Forvis Mazars Wealth Advisors held 9,436 shares of Vanguard ESG US Stock ETF worth $1.06M as of Q1 2026.
Forvis Mazars Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #205 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 15 quarters since.
Forvis Mazars Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $1.14M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.