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FSA Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FSA Wealth Management’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
2025
Q3 		$7.34K Hold
62
– – ﹤0.01% 345
2025
Q2 		$6.8K Hold
62
– – ﹤0.01% 347
2025
Q1 		$6.07K Hold
62
– – ﹤0.01% 334
2024
Q4 		$6.5K Hold
62
– – ﹤0.01% 361
2024
Q3 		$6.3K Buy
+62
New +$6.08K ﹤0.01% 373
2024
Q1 		$5.78K Hold
62
– – ﹤0.01% 424
2023
Q4 		$5K Buy
+62
New +$4.89K ﹤0.01% 418

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

FSA Wealth Management's ESGV Position: Q3 2025 in Review

FSA Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2025 at 62 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

FSA Wealth Management first reported a position in ESGV in Q4 2023 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • FSA Wealth Management held 62 shares of Vanguard ESG US Stock ETF worth $7.34K as of Q3 2025.
  • FSA Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q3 2025.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #345 holding.
  • FSA Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 7 quarters since.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.