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

Westfuller 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 		$2.9M Sell
25,860
-22,163
-46% -$2.63M 1.25% 17
2025
Q4 		$5.81M Buy
48,023
+173
+0.4% +$20.8K 2.35% 9
2025
Q3 		$5.67M Sell
47,850
-28,088
-37% -$3.2M 2.58% 9
2025
Q2 		$8.33M Sell
75,938
-23,496
-24% -$2.37M 4.75% 4
2025
Q1 		$9.74M Buy
99,434
+77,854
+361% +$8.14M 6.5% 2
2024
Q4 		$2.26M Buy
21,580
+136
+0.6% +$14.3K 1.44% 20
2024
Q3 		$2.18M Buy
+21,444
New +$2.1M 1.56% 19
2024
Q1 		$1.2M Buy
+12,910
New +$1.15M 1.44% 25

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

Westfuller Advisors's ESGV Position: Q1 2026 in Review

Westfuller Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 46% in Q1 2026, selling an estimated $2.63M and leaving 25,860 shares worth $2.9M. The position accounts for 1.25% of the portfolio, ranked #17.

Westfuller Advisors first reported a position in ESGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.74M in Q1 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Westfuller Advisors held 25,860 shares of Vanguard ESG US Stock ETF worth $2.9M as of Q1 2026.
  • Westfuller Advisors sold 22,163 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.63M.
  • Vanguard ESG US Stock ETF made up 1.25% of Westfuller Advisors's portfolio in Q1 2026, its #17 holding.
  • Westfuller Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Vanguard ESG US Stock ETF position peaked at $9.74M in Q1 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.