AWM
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AE Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AE Wealth Management’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 		$326K Buy
2,902
+237
+9% +$28.1K ﹤0.01% 1334
2025
Q4 		$322K Buy
2,665
+991
+59% +$119K ﹤0.01% 1275
2025
Q3 		$198K Buy
1,674
+503
+43% +$57.3K ﹤0.01% 1406
2025
Q2 		$128K Buy
1,171
+7
+0.6% +$706 ﹤0.01% 1417
2025
Q1 		$114K Sell
1,164
-73
-6% -$7.63K ﹤0.01% 1410
2024
Q4 		$130K Buy
+1,237
New +$130K ﹤0.01% 1371
2024
Q1 		– Sell
-2,343
Closed -$204K – 1399
2023
Q4 		$204K Buy
+2,343
New +$185K ﹤0.01% 1885
2023
Q2 		– Sell
-4,518
Closed -$324K – 1943
2023
Q1 		$324K Buy
4,518
+731
+19% +$50.9K ﹤0.01% 1516
2022
Q4 		$249K Buy
3,787
+478
+14% +$31.9K ﹤0.01% 1576
2022
Q3 		$208K Buy
3,309
+284
+9% +$19.9K ﹤0.01% 1602
2022
Q2 		$201K Buy
3,025
+115
+4% +$8.3K ﹤0.01% 1597
2022
Q1 		$236K Buy
2,910
+550
+23% +$44.2K ﹤0.01% 1524
2021
Q4 		$207K Buy
+2,360
New +$202K ﹤0.01% 1594

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

AE Wealth Management's ESGV Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.9% in Q1 2026, buying an estimated $28.1K and bringing the position to 2,902 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

AE Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 13 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • AE Wealth Management held 2,902 shares of Vanguard ESG US Stock ETF worth $326K as of Q1 2026.
  • AE Wealth Management bought 237 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $28.1K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1334 holding.
  • AE Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 13 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.