W Advisors LLC
ESGV icon

W Advisors LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

W Advisors LLC’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
Q3 		$213K Hold
1,574
– – 0.09% 148
2026
Q2 		$208K Buy
+1,574
New +$201K 0.09% 150
2023
Q1 		– Sell
-6,021
Closed -$397K – 105
2022
Q4 		$397K Buy
+6,021
New +$402K 0.33% 72
2022
Q2 		– Sell
-5,254
Closed -$426K – 108
2022
Q1 		$426K Sell
5,254
-2,228
-30% -$179K 0.32% 68
2021
Q4 		$658K Buy
+7,482
New +$639K 0.49% 49

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W Advisors LLC's ESGV Position: Q3 2026 in Review

W Advisors LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 1,574 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #148.

W Advisors LLC first reported a position in ESGV in Q4 2021 and has held it in 5 quarters since. The position peaked at $658K in Q4 2021. 445 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • W Advisors LLC held 1,574 shares of Vanguard ESG US Stock ETF worth $213K as of Q3 2026.
  • W Advisors LLC left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of W Advisors LLC's portfolio in Q3 2026, its #148 holding.
  • W Advisors LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 5 quarters since.
  • W Advisors LLC's Vanguard ESG US Stock ETF position peaked at $658K in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.