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

Silver Oak 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
2026
Q1 		$1.69M Buy
15,026
+1,542
+11% +$183K 0.73% 20
2025
Q4 		$1.63M Buy
13,484
+70
+0.5% +$8.4K 0.74% 23
2025
Q3 		$1.59M Sell
13,414
-78
-0.6% -$8.88K 0.72% 23
2025
Q2 		$1.48M Buy
13,492
+3,507
+35% +$354K 0.72% 23
2025
Q1 		$978K Buy
9,985
+391
+4% +$40.9K 0.52% 26
2024
Q4 		$1.01M Sell
9,594
-276
-3% -$29K 0.53% 26
2024
Q3 		$1M Sell
9,870
-49
-0.5% -$4.8K 0.51% 25
2024
Q2 		$958K Sell
9,919
-125
-1% -$11.6K 0.53% 25
2024
Q1 		$937K Sell
10,044
-56
-0.6% -$4.98K 0.53% 26
2023
Q4 		$859K Buy
10,100
+2,514
+33% +$198K 0.5% 26
2023
Q3 		$570K Buy
7,586
+197
+3% +$15.5K 0.37% 29
2023
Q2 		$578K Buy
7,389
+3
+0% +$221 0.38% 27
2023
Q1 		$529K Buy
7,386
+3
+0% +$209 0.36% 28
2022
Q4 		$486K Sell
7,383
-567
-7% -$37.8K 0.34% 30
2022
Q3 		$500K Buy
7,950
+4,348
+121% +$305K 0.37% 30
2022
Q2 		$239K Hold
3,602
– – 0.17% 48
2022
Q1 		$292K Hold
3,602
– – 0.19% 44
2021
Q4 		$317K Buy
+3,602
New +$308K 0.2% 40

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

Silver Oak Advisory Group's ESGV Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q1 2026, buying an estimated $183K and bringing the position to 15,026 shares worth $1.69M. The position accounts for 0.73% of the portfolio, ranked #20.

Silver Oak Advisory Group first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Silver Oak Advisory Group held 15,026 shares of Vanguard ESG US Stock ETF worth $1.69M as of Q1 2026.
  • Silver Oak Advisory Group bought 1,542 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $183K.
  • Vanguard ESG US Stock ETF made up 0.73% of Silver Oak Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.