SageView Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SageView Advisory 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 Q4	$11.9M	Buy	98,416 +239	+0.2%	+$28.7K	0.4%	30
2025 Q3	$11.6M	Buy	98,177 +233	+0.2%	+$26.5K	0.4%	29
2025 Q2	$11.1M	Sell	97,944 -40,054	-29%	-$4.04M	0.42%	27
2025 Q1	$13.5M	Buy	137,998 +306	+0.2%	+$32K	0.58%	23
2024 Q4	$14.4M	Buy	137,692 +370	+0.3%	+$38.8K	0.62%	23
2024 Q3	$14M	Sell	137,322 -23,528	-15%	-$2.31M	0.71%	19
2024 Q2	$15.5M	Buy	160,850 +109,101	+211%	+$10.1M	0.72%	19
2024 Q1	$2.6M	Sell	51,749 -68,531	-57%	-$6.09M	0.13%	93
2023 Q4	$10.6M	Buy	+120,280	New	+$9.48M	0.45%	28

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

SageView Advisory Group's ESGV Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.24% in Q4 2025, buying an estimated $28.7K and bringing the position to 98,416 shares worth $11.9M. The position accounts for 0.4% of the portfolio, ranked #30.

SageView Advisory Group first reported a position in ESGV in Q4 2023 and has held it in 9 quarters since. The position peaked at $15.5M in Q2 2024. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

SageView Advisory Group held 98,416 shares of Vanguard ESG US Stock ETF worth $11.9M as of Q4 2025.
SageView Advisory Group bought 239 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $28.7K.
Vanguard ESG US Stock ETF made up 0.4% of SageView Advisory Group's portfolio in Q4 2025, its #30 holding.
SageView Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Vanguard ESG US Stock ETF position peaked at $15.5M in Q2 2024.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.