NWF Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

NWF Advisory Services’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	$434K	Buy	3,870 +225	+6%	+$26.7K	0.05%	232
2025 Q4	$441K	Hold	3,645	–	–	0.05%	222
2025 Q3	$432K	Buy	3,645 +100	+3%	+$11.4K	0.05%	233
2025 Q2	$389K	Buy	3,545 +250	+8%	+$25.2K	0.05%	242
2025 Q1	$323K	Buy	+3,295	New	+$345K	0.05%	238
2024 Q4	–	Sell	-2,995	Closed	-$304K	–	316
2024 Q3	$304K	Hold	2,995	–	–	0.04%	240
2024 Q2	$289K	Buy	2,995 +250	+9%	+$23.2K	0.05%	229
2024 Q1	$256K	Hold	2,745	–	–	0.04%	245
2023 Q4	$233K	Hold	2,745	–	–	0.05%	235
2023 Q3	$206K	Sell	2,745 -100	-4%	-$7.85K	0.05%	234
2023 Q2	$223K	Hold	2,845	–	–	0.05%	224
2023 Q1	$223K	Buy	+2,845	New	+$198K	0.05%	223

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

NWF Advisory Services's ESGV Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.2% in Q1 2026, buying an estimated $26.7K and bringing the position to 3,870 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #232.

NWF Advisory Services first reported a position in ESGV in Q1 2023 and has held it in 12 quarters since. The position peaked at $441K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

NWF Advisory Services held 3,870 shares of Vanguard ESG US Stock ETF worth $434K as of Q1 2026.
NWF Advisory Services bought 225 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $26.7K.
Vanguard ESG US Stock ETF made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #232 holding.
NWF Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Vanguard ESG US Stock ETF position peaked at $441K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.