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Larson Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Larson Financial 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 		$1.13M Sell
10,027
-811
-7% -$96.3K 0.04% 304
2025
Q4 		$1.31M Sell
10,838
-1,823
-14% -$219K 0.04% 282
2025
Q3 		$1.5M Sell
12,661
-127
-1% -$14.5K 0.05% 263
2025
Q2 		$1.4M Sell
12,788
-201
-2% -$20.3K 0.06% 256
2025
Q1 		$1.27M Sell
12,989
-7,499
-37% -$784K 0.06% 240
2024
Q4 		$2.15M Buy
20,488
+410
+2% +$43K 0.11% 161
2024
Q3 		$2.04M Sell
20,078
-2,080
-9% -$204K 0.12% 156
2024
Q2 		$2.14M Buy
22,158
+3,992
+22% +$370K 0.15% 126
2024
Q1 		$1.69M Sell
18,166
-1,026
-5% -$91.2K 0.13% 135
2023
Q4 		$1.63M Sell
19,192
-369
-2% -$29.1K 0.14% 127
2023
Q3 		$1.47M Buy
19,561
+324
+2% +$25.4K 0.14% 134
2023
Q2 		$1.51M Sell
19,237
-25
-0.1% -$1.84K 0.15% 127
2023
Q1 		$1.38M Buy
19,262
+355
+2% +$24.7K 0.15% 134
2022
Q4 		$1.25M Buy
18,907
+760
+4% +$50.7K 0.15% 138
2022
Q3 		$1.14M Buy
18,147
+1,179
+7% +$82.8K 0.16% 121
2022
Q2 		$1.13M Buy
16,968
+2,497
+17% +$180K 0.19% 62
2022
Q1 		$1.17M Buy
14,471
+314
+2% +$25.2K 0.19% 65
2021
Q4 		$1.24M Buy
14,157
+394
+3% +$33.7K 0.2% 64
2021
Q3 		$1.1M Buy
13,763
+1,722
+14% +$142K 0.22% 55
2021
Q2 		$963K Buy
12,041
+373
+3% +$28.9K 0.22% 50
2021
Q1 		$861K Buy
11,668
+9,209
+375% +$667K 0.25% 45
2020
Q4 		$173K Buy
2,459
+519
+27% +$34.3K 0.06% 108
2020
Q3 		$120K Buy
1,940
+1,878
+3,029% +$114K 0.05% 116
2020
Q2 		$3K Buy
+62
New +$3.26K ﹤0.01% 524

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

Larson Financial Group's ESGV Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.5% in Q1 2026, selling an estimated $96.3K and leaving 10,027 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #304.

Larson Financial Group first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Larson Financial Group held 10,027 shares of Vanguard ESG US Stock ETF worth $1.13M as of Q1 2026.
  • Larson Financial Group sold 811 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $96.3K.
  • Vanguard ESG US Stock ETF made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #304 holding.
  • Larson Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Vanguard ESG US Stock ETF position peaked at $2.15M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.