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Siligmueller & Norvid Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		– Sell
-5,200
Closed -$575K – 179
2025
Q2 		$575K Hold
5,200
– – 0.22% 69
2025
Q1 		$509K Hold
5,200
– – 0.22% 71
2024
Q4 		$545K Buy
+5,200
New +$546K 0.23% 71

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ESGV Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 5,200 shares — an estimated $575K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in ESGV in Q4 2024 and held it in 3 quarters. The position peaked at $575K in Q2 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 5,200 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $575K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $575K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.