Forvis Mazars Wealth Advisors
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
Q3 		$1.22M Sell
8,988
-806
-8% -$108K 0.02% 208
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 $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ESGV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.2% in Q3 2026, selling an estimated $108K and leaving 8,988 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #208.

Forvis Mazars Wealth Advisors first reported a position in ESGV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q2 2026. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 8,988 shares of Vanguard ESG US Stock ETF worth $1.22M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 806 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $108K.
  • Vanguard ESG US Stock ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #208 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $1.3M in Q2 2026.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.