JWCA
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J.W. Cole Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

J.W. Cole 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 		– Sell
-5,088
Closed -$582K – 956
2025
Q4 		$582K Buy
5,088
+1,583
+45% +$190K 0.01% 837
2025
Q3 		$415K Buy
3,505
+3
+0.1% +$342 0.01% 1070
2025
Q2 		$384K Buy
3,502
+371
+12% +$37.4K 0.01% 1024
2025
Q1 		$307K Buy
+3,131
New +$327K 0.01% 947

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

J.W. Cole Advisors's ESGV Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 5,088 shares — an estimated $582K sold.

J.W. Cole Advisors first reported a position in ESGV in Q1 2025 and held it in 4 quarters. The position peaked at $582K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,088 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $582K.
  • J.W. Cole Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Vanguard ESG US Stock ETF position peaked at $582K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.