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Angeles Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Angeles Investment Advisors’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 		$21M Buy
186,640
+13,765
+8% +$1.63M 1.41% 9
2025
Q4 		$20.9M Buy
172,875
+82,683
+92% +$9.92M 1.4% 10
2025
Q3 		$10.7M Sell
90,192
-142,407
-61% -$16.2M 0.7% 10
2025
Q2 		$25.5M Sell
232,599
-140,847
-38% -$14.2M 1.44% 9
2025
Q1 		$36.6M Sell
373,446
-75,895
-17% -$7.94M 1.97% 10
2024
Q4 		$47.1M Buy
449,341
+7,945
+2% +$834K 2.27% 11
2024
Q3 		$44.9M Buy
441,396
+8,731
+2% +$856K 2.29% 9
2024
Q2 		$41.8M Sell
432,665
-46,080
-10% -$4.27M 2.13% 12
2024
Q1 		$44.6M Sell
478,745
-1,125
-0.2% -$100K 2.37% 12
2023
Q4 		$40.8M Buy
479,870
+21,312
+5% +$1.68M 2.46% 10
2023
Q3 		$34.5M Buy
458,558
+90,134
+24% +$7.07M 2.7% 8
2023
Q2 		$28.9M Buy
368,424
+67,904
+23% +$5M 2.43% 5
2023
Q1 		$21.6M Sell
300,520
-86,750
-22% -$6.05M 1.77% 9
2022
Q4 		$25.5M Sell
387,270
-82,150
-18% -$5.48M 2.18% 8
2022
Q3 		$29.5M Sell
469,420
-24,830
-5% -$1.74M 3.07% 4
2022
Q2 		$32.8M Buy
+494,250
New +$35.7M 3% 8

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

Angeles Investment Advisors's ESGV Position: Q1 2026 in Review

Angeles Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 8% in Q1 2026, buying an estimated $1.63M and bringing the position to 186,640 shares worth $21M. The position accounts for 1.41% of the portfolio, ranked #9.

Angeles Investment Advisors first reported a position in ESGV in Q2 2022 and has held it in 16 quarters since. The position peaked at $47.1M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Angeles Investment Advisors held 186,640 shares of Vanguard ESG US Stock ETF worth $21M as of Q1 2026.
  • Angeles Investment Advisors bought 13,765 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $1.63M.
  • Vanguard ESG US Stock ETF made up 1.41% of Angeles Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Angeles Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 16 quarters since.
  • Angeles Investment Advisors's Vanguard ESG US Stock ETF position peaked at $47.1M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Angeles Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.