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

Heritage 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 		$16.4K Hold
146
– – ﹤0.01% 464
2025
Q4 		$17.7K Hold
146
– – ﹤0.01% 414
2025
Q3 		$17.3K Hold
146
– – ﹤0.01% 387
2025
Q2 		$16K Buy
+146
New +$14.7K ﹤0.01% 393

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

Heritage Wealth Advisors's ESGV Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 146 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Heritage Wealth Advisors first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Heritage Wealth Advisors held 146 shares of Vanguard ESG US Stock ETF worth $16.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #464 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $17.7K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.