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Great Valley Advisor Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Great Valley Advisor Group’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 		$1M Sell
8,920
-308
-3% -$36.6K 0.02% 511
2025
Q4 		$1.12M Sell
9,228
-2,820
-23% -$338K 0.02% 461
2025
Q3 		$1.43M Buy
12,048
+76
+0.6% +$8.65K 0.03% 410
2025
Q2 		$1.31M Buy
11,972
+1,200
+11% +$121K 0.03% 406
2025
Q1 		$1.06M Buy
10,772
+9
+0.1% +$941 0.02% 443
2024
Q4 		$1.13M Sell
10,763
-1,758
-14% -$184K 0.03% 421
2024
Q3 		$1.27M Buy
12,521
+1,582
+14% +$155K 0.03% 389
2024
Q2 		$1.06M Buy
10,939
+15
+0.1% +$1.39K 0.03% 377
2024
Q1 		$1.02M Buy
10,924
+4,897
+81% +$435K 0.03% 369
2023
Q4 		$513K Buy
6,027
+626
+12% +$49.3K 0.02% 454
2023
Q3 		$406K Buy
5,401
+16
+0.3% +$1.25K 0.02% 486
2023
Q2 		$422K Buy
5,385
+1,216
+29% +$89.5K 0.02% 478
2023
Q1 		$299K Buy
4,169
+201
+5% +$14K 0.01% 546
2022
Q4 		$262K Buy
+3,968
New +$265K 0.01% 582

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

Great Valley Advisor Group's ESGV Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.3% in Q1 2026, selling an estimated $36.6K and leaving 8,920 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #511.

Great Valley Advisor Group first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Great Valley Advisor Group held 8,920 shares of Vanguard ESG US Stock ETF worth $1M as of Q1 2026.
  • Great Valley Advisor Group sold 308 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $36.6K.
  • Vanguard ESG US Stock ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #511 holding.
  • Great Valley Advisor Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Great Valley Advisor Group's Vanguard ESG US Stock ETF position peaked at $1.43M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.