Novare Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Novare Capital Management’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	$1.25M	Sell	11,153 -128	-1%	-$15.2K	0.1%	103
2025 Q4	$1.36M	Sell	11,281 -194	-2%	-$23.3K	0.1%	102
2025 Q3	$1.36M	Buy	11,475 +120	+1%	+$13.7K	0.1%	106
2025 Q2	$1.24M	Buy	11,355 +1,575	+16%	+$159K	0.1%	109
2025 Q1	$958K	Buy	9,780 +1,235	+14%	+$129K	0.08%	115
2024 Q4	$896K	Sell	8,545 -50	-0.6%	-$5.25K	0.08%	117
2024 Q3	$874K	Hold	8,595	–	–	0.07%	116
2024 Q2	$830K	Buy	+8,595	New	+$797K	0.07%	115

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

Novare Capital Management's ESGV Position: Q1 2026 in Review

Novare Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q1 2026, selling an estimated $15.2K and leaving 11,153 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #103.

Novare Capital Management first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Novare Capital Management held 11,153 shares of Vanguard ESG US Stock ETF worth $1.25M as of Q1 2026.
Novare Capital Management sold 128 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $15.2K.
Vanguard ESG US Stock ETF made up 0.1% of Novare Capital Management's portfolio in Q1 2026, its #103 holding.
Novare Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
Novare Capital Management's Vanguard ESG US Stock ETF position peaked at $1.36M in Q4 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.