Grey Fox Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-830	Closed	-$98.3K	–	286
2025 Q3	$98.3K	Buy	+830	New	+$94.5K	0.02%	190
2023 Q1	–	Sell	-315	Closed	-$20.7K	–	535
2022 Q4	$20.7K	Buy	+315	New	+$21K	0.01%	231

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Grey Fox Wealth Advisors's ESGV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 830 shares — an estimated $98.3K sold.

Grey Fox Wealth Advisors first reported a position in ESGV in Q4 2022 and held it in 2 quarters. The position peaked at $98.3K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 830 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $98.3K.
Grey Fox Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $98.3K in Q3 2025.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.