Wood Tarver Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wood Tarver Financial 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	$449K	Sell	4,002 -458	-10%	-$54.4K	0.12%	95
2025 Q4	$539K	Buy	4,460 +187	+4%	+$22.4K	0.15%	92
2025 Q3	$506K	Sell	4,273 -7	-0.2%	-$797	0.15%	89
2025 Q2	$469K	Buy	4,280 +140	+3%	+$14.1K	0.14%	88
2025 Q1	$406K	Buy	4,140 +50	+1%	+$5.23K	0.13%	91
2024 Q4	$429K	Buy	+4,090	New	+$429K	0.14%	88

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

Wood Tarver Financial Group's ESGV Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, selling an estimated $54.4K and leaving 4,002 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #95.

Wood Tarver Financial Group first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Wood Tarver Financial Group held 4,002 shares of Vanguard ESG US Stock ETF worth $449K as of Q1 2026.
Wood Tarver Financial Group sold 458 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $54.4K.
Vanguard ESG US Stock ETF made up 0.12% of Wood Tarver Financial Group's portfolio in Q1 2026, its #95 holding.
Wood Tarver Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Vanguard ESG US Stock ETF position peaked at $539K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.