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Goepper Burkhardt’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Goepper Burkhardt’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 		– Sell
-2,125
Closed -$257K – 99
2025
Q4 		$257K Sell
2,125
-100
-4% -$12K 0.08% 89
2025
Q3 		$264K Hold
2,225
– – 0.09% 87
2025
Q2 		$244K Hold
2,225
– – 0.09% 88
2025
Q1 		$218K Buy
2,225
+25
+1% +$2.61K 0.09% 92
2024
Q4 		$231K Sell
2,200
-50
-2% -$5.25K 0.09% 76
2024
Q3 		$229K Hold
2,250
– – 0.09% 77
2024
Q2 		$217K Hold
2,250
– – 0.1% 75
2024
Q1 		$207K Hold
2,250
– – 0.1% 77
2023
Q4 		$202K Buy
+2,250
New +$177K 0.1% 77
2022
Q1 		– Sell
-2,300
Closed -$202K – 68
2021
Q4 		$202K Buy
+2,300
New +$196K 0.12% 67

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $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
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

Goepper Burkhardt's ESGV Position: Q1 2026 in Review

Goepper Burkhardt sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 2,125 shares — an estimated $257K sold.

Goepper Burkhardt first reported a position in ESGV in Q4 2021 and held it in 10 quarters. The position peaked at $264K in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Goepper Burkhardt reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Goepper Burkhardt sold 2,125 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $257K.
  • Goepper Burkhardt first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 10 quarters.
  • Goepper Burkhardt's Vanguard ESG US Stock ETF position peaked at $264K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.