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

Ashton Thomas 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 Q1	$600K	Buy	5,341 +52	+1%	+$6.18K	0.01%	679
2025 Q4	$640K	Buy	5,289 +2,378	+82%	+$285K	0.02%	607
2025 Q3	$345K	Buy	2,911 +780	+37%	+$88.8K	0.01%	748
2025 Q2	$234K	Hold	2,131	–	–	0.01%	763
2025 Q1	$209K	Buy	+2,131	New	+$223K	0.01%	766
2024 Q3	–	Sell	-1,391	Closed	-$134K	–	992
2024 Q2	$134K	Buy	+1,391	New	+$129K	0.01%	680

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGV Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.98% in Q1 2026, buying an estimated $6.18K and bringing the position to 5,341 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #679.

Ashton Thomas Private Wealth first reported a position in ESGV in Q2 2024 and has held it in 6 quarters since. The position peaked at $640K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Ashton Thomas Private Wealth held 5,341 shares of Vanguard ESG US Stock ETF worth $600K as of Q1 2026.
Ashton Thomas Private Wealth bought 52 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $6.18K.
Vanguard ESG US Stock ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #679 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's Vanguard ESG US Stock ETF position peaked at $640K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.