Salus Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Salus Financial 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	$280K	Sell	2,491 -425	-15%	-$50.5K	0.16%	29
2025 Q4	$353K	Sell	2,916 -121	-4%	-$14.5K	0.21%	25
2025 Q3	$360K	Sell	3,037 -128	-4%	-$14.6K	0.22%	25
2025 Q2	$347K	Hold	3,165	–	–	0.23%	25
2025 Q1	$310K	Hold	3,165	–	–	0.23%	26
2024 Q4	$332K	Buy	+3,165	New	+$332K	0.26%	25

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

Salus Financial Advisors's ESGV Position: Q1 2026 in Review

Salus Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 15% in Q1 2026, selling an estimated $50.5K and leaving 2,491 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #29.

Salus Financial Advisors first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q3 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Salus Financial Advisors held 2,491 shares of Vanguard ESG US Stock ETF worth $280K as of Q1 2026.
Salus Financial Advisors sold 425 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $50.5K.
Vanguard ESG US Stock ETF made up 0.16% of Salus Financial Advisors's portfolio in Q1 2026, its #29 holding.
Salus Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
Salus Financial Advisors's Vanguard ESG US Stock ETF position peaked at $360K in Q3 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.