SAI
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Savvy Advisors Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Savvy Advisors Inc’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 		$996K Buy
8,872
+186
+2% +$22.1K 0.03% 433
2025
Q4 		$1.05M Buy
8,686
+587
+7% +$70.4K 0.03% 352
2025
Q3 		$959K Buy
8,099
+39
+0.5% +$4.44K 0.04% 276
2025
Q2 		$884K Buy
8,060
+268
+3% +$27K 0.06% 235
2025
Q1 		$763K Buy
7,792
+204
+3% +$21.3K 0.08% 208
2024
Q4 		$796K Buy
+7,588
New +$796K 0.1% 178

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savvy Advisors Inc's ESGV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q1 2026, buying an estimated $22.1K and bringing the position to 8,872 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #433.

Savvy Advisors Inc first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Savvy Advisors Inc held 8,872 shares of Vanguard ESG US Stock ETF worth $996K as of Q1 2026.
  • Savvy Advisors Inc bought 186 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $22.1K.
  • Vanguard ESG US Stock ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #433 holding.
  • Savvy Advisors Inc first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Vanguard ESG US Stock ETF position peaked at $1.05M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.