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

North Ridge 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 Q1	$36.2K	Hold	322	–	–	0.02%	94
2025 Q4	$39K	Hold	322	–	–	0.02%	88
2025 Q3	$38.1K	Sell	322 -210	-39%	-$23.9K	0.02%	96
2025 Q2	$58.3K	Buy	532 +210	+65%	+$21.2K	0.04%	73
2025 Q1	$31.5K	Hold	322	–	–	0.02%	85
2024 Q4	$33.8K	Buy	+322	New	+$33.8K	0.02%	82

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Ridge Wealth Advisors's ESGV Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 322 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #94.

North Ridge Wealth Advisors first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.3K in Q2 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

North Ridge Wealth Advisors held 322 shares of Vanguard ESG US Stock ETF worth $36.2K as of Q1 2026.
North Ridge Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.02% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #94 holding.
North Ridge Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
North Ridge Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $58.3K in Q2 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.