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FRG Family Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FRG Family 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 		$660K Hold
5,879
– – 0.11% 102
2025
Q4 		$711K Hold
5,879
– – 0.11% 102
2025
Q3 		$696K Buy
5,879
+45
+0.8% +$5.12K 0.11% 101
2025
Q2 		$640K Hold
5,834
– – 0.11% 97
2025
Q1 		$571K Buy
5,834
+50
+0.9% +$5.23K 0.11% 99
2024
Q4 		$607K Hold
5,784
– – 0.11% 97
2024
Q3 		$588K Hold
5,784
– – 0.11% 99
2024
Q2 		$534K Hold
5,784
– – 0.1% 98
2024
Q1 		$513K Buy
5,784
+194
+3% +$17.3K 0.1% 102
2023
Q4 		$475K Hold
5,590
– – 0.1% 103
2023
Q3 		$420K Hold
5,590
– – 0.1% 105
2023
Q2 		$438K Buy
5,590
+540
+11% +$39.8K 0.1% 102
2023
Q1 		$362K Buy
5,050
+500
+11% +$34.8K 0.08% 116
2022
Q4 		$300K Buy
4,550
+650
+17% +$43.4K 0.07% 123
2022
Q3 		$245K Buy
3,900
+550
+16% +$38.6K 0.06% 126
2022
Q2 		$222K Hold
3,350
– – 0.05% 134
2022
Q1 		$272K Sell
3,350
-550
-14% -$44.2K 0.05% 130
2021
Q4 		$343K Sell
3,900
-1,300
-25% -$111K 0.06% 120
2021
Q3 		$416K Hold
5,200
– – 0.08% 105
2021
Q2 		$416K Buy
+5,200
New +$403K 0.08% 107

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $155M AUM 20.68% 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

FRG Family Wealth Advisors's ESGV Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 5,879 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #102.

FRG Family Wealth Advisors first reported a position in ESGV in Q2 2021 and has held it in 20 quarters since. The position peaked at $711K in Q4 2025. 678 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • FRG Family Wealth Advisors held 5,879 shares of Vanguard ESG US Stock ETF worth $660K as of Q1 2026.
  • FRG Family Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.11% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 20 quarters since.
  • FRG Family Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $711K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.