Vermillion & White Wealth Management Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vermillion & White Wealth Management 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	$1.54M	Sell	13,755 -52	-0.4%	-$6.18K	0.89%	16
2025 Q4	$1.67M	Sell	13,807 -283	-2%	-$33.9K	0.91%	16
2025 Q3	$1.67M	Hold	14,090	–	–	0.95%	15
2025 Q2	$1.54M	Hold	14,090	–	–	1%	15
2025 Q1	$1.38M	Sell	14,090 -2,997	-18%	-$313K	1%	13
2024 Q4	$1.79M	Buy	17,087 +53	+0.3%	+$5.56K	1.32%	19
2024 Q3	$1.73M	Sell	17,034 -422	-2%	-$41.4K	1.28%	19
2024 Q2	$1.69M	Buy	17,456 +1	+0%	+$93	1.27%	18
2024 Q1	$1.63M	Sell	17,455 -223	-1%	-$19.8K	1.3%	19
2023 Q4	$1.5M	Buy	+17,678	New	+$1.39M	1.46%	16

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

Vermillion & White Wealth Management Group's ESGV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.38% in Q1 2026, selling an estimated $6.18K and leaving 13,755 shares worth $1.54M. The position accounts for 0.89% of the portfolio, ranked #16.

Vermillion & White Wealth Management Group first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Vermillion & White Wealth Management Group held 13,755 shares of Vanguard ESG US Stock ETF worth $1.54M as of Q1 2026.
Vermillion & White Wealth Management Group sold 52 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $6.18K.
Vanguard ESG US Stock ETF made up 0.89% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #16 holding.
Vermillion & White Wealth Management Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's Vanguard ESG US Stock ETF position peaked at $1.79M in Q4 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.