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Acima Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Acima Private Wealth’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
Q3 		$21.4K Hold
158
– – 0.01% 151
2026
Q2 		$20.9K Hold
158
– – 0.01% 150
2026
Q1 		$17.7K Hold
158
– – 0.01% 155
2025
Q4 		$19.1K Hold
158
– – 0.01% 152
2025
Q3 		$18.7K Sell
158
-194
-55% -$22.1K 0.01% 157
2025
Q2 		$38.6K Hold
352
– – 0.01% 151
2025
Q1 		$34.5K Hold
352
– – 0.01% 156
2024
Q4 		$36.9K Hold
352
– – 0.01% 157
2024
Q3 		$35.8K Sell
352
-130
-27% -$12.7K 0.01% 157
2024
Q2 		$46.6K Hold
482
– – 0.02% 151
2024
Q1 		$44.9K Hold
482
– – 0.02% 158
2023
Q4 		$41K Sell
482
-390
-45% -$30.7K 0.02% 167
2023
Q3 		$65.6K Hold
872
– – 0.03% 158
2023
Q2 		$68.3K Hold
872
– – 0.03% 160
2023
Q1 		$62.5K Hold
872
– – 0.03% 162
2022
Q4 		$57.4K Sell
872
-157
-15% -$10.5K 0.03% 153
2022
Q3 		$64.7K Hold
1,029
– – 0.03% 148
2022
Q2 		$68.3K Hold
1,029
– – 0.03% 150
2022
Q1 		$83K Sell
1,029
-622
-38% -$50K 0.04% 150
2021
Q4 		$145K Hold
1,651
– – 0.06% 139
2021
Q3 		$132K Sell
1,651
-129
-7% -$10.6K 0.06% 137
2021
Q2 		$142K Hold
1,780
– – 0.07% 135
2021
Q1 		$131K Hold
1,780
– – 0.06% 137
2020
Q4 		$125K Hold
1,780
– – 0.06% 133
2020
Q3 		$110K Buy
1,780
+481
+37% +$29.2K 0.07% 131
2020
Q2 		$73K Hold
1,299
– – 0.05% 149
2020
Q1 		$59K Buy
+1,299
New +$70.1K 0.05% 155

Other funds holding ESGV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
PP
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Acima Private Wealth's ESGV Position: Q3 2026 in Review

Acima Private Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 158 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #151.

Acima Private Wealth first reported a position in ESGV in Q1 2020 and has held it in 27 quarters since. The position peaked at $145K in Q4 2021. 108 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Acima Private Wealth held 158 shares of Vanguard ESG US Stock ETF worth $21.4K as of Q3 2026.
  • Acima Private Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Acima Private Wealth's portfolio in Q3 2026, its #151 holding.
  • Acima Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 27 quarters since.
  • Acima Private Wealth's Vanguard ESG US Stock ETF position peaked at $145K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.