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

Waverly 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
2026 Q1	$1.05M	Sell	9,391 -1,096	-10%	-$130K	0.01%	814
2025 Q4	$1.27M	Buy	10,487 +1,058	+11%	+$127K	0.01%	697
2025 Q3	$1.12M	Sell	9,429 -13	-0.1%	-$1.48K	0.01%	612
2025 Q2	$1.04M	Sell	9,442 -471	-5%	-$47.5K	0.01%	609
2025 Q1	$971K	Buy	9,913 +3,074	+45%	+$321K	0.01%	613
2024 Q4	$717K	Sell	6,839 -1,611	-19%	-$169K	0.01%	590
2024 Q3	$859K	Buy	8,450 +11	+0.1%	+$1.08K	0.02%	472
2024 Q2	$815K	Sell	8,439 -828	-9%	-$76.8K	0.02%	471
2024 Q1	$864K	Buy	+9,267	New	+$824K	0.02%	393

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

Waverly Advisors's ESGV Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, selling an estimated $130K and leaving 9,391 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #814.

Waverly Advisors first reported a position in ESGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Waverly Advisors held 9,391 shares of Vanguard ESG US Stock ETF worth $1.05M as of Q1 2026.
Waverly Advisors sold 1,096 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $130K.
Vanguard ESG US Stock ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #814 holding.
Waverly Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's Vanguard ESG US Stock ETF position peaked at $1.27M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.