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Investment Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Investment Advisory 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 		$236K Buy
2,105
+20
+1% +$2.38K 0.06% 172
2025
Q4 		$252K Buy
2,085
+65
+3% +$7.8K 0.06% 162
2025
Q3 		$239K Buy
+2,020
New +$230K 0.07% 167

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

Investment Advisory Group's ESGV Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.96% in Q1 2026, buying an estimated $2.38K and bringing the position to 2,105 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #172.

Investment Advisory Group first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Investment Advisory Group held 2,105 shares of Vanguard ESG US Stock ETF worth $236K as of Q1 2026.
  • Investment Advisory Group bought 20 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.38K.
  • Vanguard ESG US Stock ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #172 holding.
  • Investment Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Investment Advisory Group's Vanguard ESG US Stock ETF position peaked at $252K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.