ESGV — Vanguard

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Vanguard (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.85% (2024 Q4)
Avg. % of fund
0.73%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,146 +186 +0.8% 0.65% $2.9M $120.96
2025 Q3 REDUCED 23,960 -2,071 -8.0% 0.66% $2.8M $118.15
2025 Q2 REDUCED 26,031 -2,148 -7.6% 0.73% $2.9M $109.11
2025 Q1 ADDED 28,179 +8 +0.0% 0.81% $2.8M $97.24
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGV price (monthly, adj. close)

Other funds also holding ESGV

As of 2025 Q4 — sorted by position size

VISA FOUNDATION 3Y 100.0% Platt Investment Counsel, LLC 3Y 35.93% IMPACTfolio, LLC 3Y 25.94% Verde Capital Management 3Y 15.69% Clarity Asset Management, Inc. 12.33% Cedar Wealth Management, LLC 3Y 7Y 7.32% Financial Connections Group, Inc. 3Y 7.26% Farrell Financial LLC 7.13% Olde Wealth Management, LLC 3Y 6.91% Leo Wealth, LLC 6.09%
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