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Martin Worley Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Martin Worley 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
2025
Q2 		$2.55M Sell
23,234
-4,552
-16% -$459K 1.25% 26
2025
Q1 		$2.72M Buy
27,786
+5,076
+22% +$531K 1.55% 25
2024
Q4 		$2.38M Buy
+22,710
New +$2.38M 1.49% 23

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Martin Worley Group's ESGV Position: Q2 2025 in Review

Martin Worley Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2025, selling an estimated $459K and leaving 23,234 shares worth $2.55M. The position accounts for 1.25% of the portfolio, ranked #26.

Martin Worley Group first reported a position in ESGV in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.72M in Q1 2025. 622 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Martin Worley Group held 23,234 shares of Vanguard ESG US Stock ETF worth $2.55M as of Q2 2025.
  • Martin Worley Group sold 4,552 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $459K.
  • Vanguard ESG US Stock ETF made up 1.25% of Martin Worley Group's portfolio in Q2 2025, its #26 holding.
  • Martin Worley Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's Vanguard ESG US Stock ETF position peaked at $2.72M in Q1 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.