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Weil Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Weil Company’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 Buy
13,745
+3
+0% +$356 0.35% 57
2025
Q4 		$1.66M Sell
13,742
-331
-2% -$39.7K 0.38% 54
2025
Q3 		$1.67M Buy
14,073
+3
+0% +$342 0.4% 56
2025
Q2 		$1.54M Buy
+14,070
New +$1.42M 0.41% 53

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

Weil Company's ESGV Position: Q1 2026 in Review

Weil Company increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.02% in Q1 2026, buying an estimated $356 and bringing the position to 13,745 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #57.

Weil Company first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Weil Company held 13,745 shares of Vanguard ESG US Stock ETF worth $1.54M as of Q1 2026.
  • Weil Company bought 3 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $356.
  • Vanguard ESG US Stock ETF made up 0.35% of Weil Company's portfolio in Q1 2026, its #57 holding.
  • Weil Company first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Weil Company's Vanguard ESG US Stock ETF position peaked at $1.67M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.