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

Ledgewood 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
Q3 		$251K Buy
1,856
+1
+0.1% +$135 0.14% 61
2026
Q2 		$245K Sell
1,855
-134
-7% -$17.1K 0.13% 64
2026
Q1 		$223K Buy
1,989
+1
+0.1% +$119 0.13% 66
2025
Q4 		$241K Buy
1,988
+1
+0.1% +$120 0.14% 66
2025
Q3 		$235K Hold
1,987
– – 0.14% 67
2025
Q2 		$218K Buy
+1,987
New +$200K 0.14% 64
2025
Q1 		– Sell
-1,985
Closed -$208K – 71
2024
Q4 		$208K Buy
1,985
+1
+0.1% +$105 0.13% 65
2024
Q3 		$202K Buy
+1,984
New +$194K 0.14% 67

Other funds holding ESGV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Ledgewood Wealth Advisors's ESGV Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.05% in Q3 2026, buying an estimated $135 and bringing the position to 1,856 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #61.

Ledgewood Wealth Advisors first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Ledgewood Wealth Advisors held 1,856 shares of Vanguard ESG US Stock ETF worth $251K as of Q3 2026.
  • Ledgewood Wealth Advisors bought 1 Vanguard ESG US Stock ETF share in Q3 2026, an estimated $135.
  • Vanguard ESG US Stock ETF made up 0.14% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Ledgewood Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • 35 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.