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

US 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
2025 Q1	$1.34M	Buy	13,632 +729	+6%	+$76.2K	0.39%	39
2024 Q4	$1.35M	Sell	12,903 -381	-3%	-$40K	0.42%	36
2024 Q3	$1.35M	Sell	13,284 -2,838	-18%	-$278K	0.42%	35
2024 Q2	$1.56M	Sell	16,122 -970	-6%	-$89.9K	0.52%	33
2024 Q1	$1.59M	Buy	17,092 +416	+2%	+$37K	0.55%	34
2023 Q4	$1.42M	Buy	16,676 +1,081	+7%	+$85.2K	0.53%	34
2023 Q3	$1.17M	Buy	15,595 +1,160	+8%	+$91K	0.49%	36
2023 Q2	$1.13M	Sell	14,435 -488	-3%	-$35.9K	0.48%	31
2023 Q1	$1.07M	Buy	14,923 +26	+0.2%	+$1.81K	0.48%	32
2022 Q4	$981K	Buy	+14,897	New	+$994K	0.49%	32

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Financial Advisors's ESGV Position: Q1 2025 in Review

US Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.6% in Q1 2025, buying an estimated $76.2K and bringing the position to 13,632 shares worth $1.34M. The position accounts for 0.39% of the portfolio, ranked #39.

US Financial Advisors first reported a position in ESGV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2024. 586 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

US Financial Advisors held 13,632 shares of Vanguard ESG US Stock ETF worth $1.34M as of Q1 2025.
US Financial Advisors bought 729 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $76.2K.
Vanguard ESG US Stock ETF made up 0.39% of US Financial Advisors's portfolio in Q1 2025, its #39 holding.
US Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Vanguard ESG US Stock ETF position peaked at $1.59M in Q1 2024.
586 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.