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AlphaCore Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AlphaCore Capital’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 		$342K Hold
3,047
– – 0.01% 659
2025
Q4 		$369K Buy
3,047
+1,717
+129% +$206K 0.01% 717
2025
Q3 		$158K Hold
1,330
– – 0.01% 749
2025
Q2 		$146K Hold
1,330
– – 0.01% 648
2025
Q1 		$130K Buy
+1,330
New +$139K 0.01% 495

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

AlphaCore Capital's ESGV Position: Q1 2026 in Review

AlphaCore Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 3,047 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #659.

AlphaCore Capital first reported a position in ESGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $369K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • AlphaCore Capital held 3,047 shares of Vanguard ESG US Stock ETF worth $342K as of Q1 2026.
  • AlphaCore Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #659 holding.
  • AlphaCore Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Vanguard ESG US Stock ETF position peaked at $369K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.