Oxford Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oxford Financial 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
2026 Q1	$222K	Hold	1,981	–	–	0.01%	237
2025 Q4	$240K	Sell	1,981 -16	-0.8%	-$1.92K	0.01%	212
2025 Q3	$237K	Hold	1,997	–	–	0.01%	206
2025 Q2	$219K	Hold	1,997	–	–	0.01%	196
2025 Q1	$196K	Hold	1,997	–	–	0.01%	211
2024 Q4	$209K	Hold	1,997	–	–	0.01%	240
2024 Q3	$203K	Hold	1,997	–	–	0.01%	236
2024 Q2	$193K	Sell	1,997 -208	-9%	-$19.3K	0.01%	255
2024 Q1	$205K	Hold	2,205	–	–	0.01%	217
2023 Q4	$188K	Hold	2,205	–	–	0.01%	231
2023 Q3	$166K	Hold	2,205	–	–	0.01%	218
2023 Q2	$173K	Buy	+2,205	New	+$162K	0.02%	230

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

Oxford Financial Group's ESGV Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 1,981 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #237.

Oxford Financial Group first reported a position in ESGV in Q2 2023 and has held it in 12 quarters since. The position peaked at $240K in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Oxford Financial Group held 1,981 shares of Vanguard ESG US Stock ETF worth $222K as of Q1 2026.
Oxford Financial Group left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #237 holding.
Oxford Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 12 quarters since.
Oxford Financial Group's Vanguard ESG US Stock ETF position peaked at $240K in Q4 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.