Chas P. Smith & Associates (CPS)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Chas P. Smith & Associates (CPS)’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	$220K	Hold	1,957	–	–	0.01%	164
2025 Q4	$237K	Buy	+1,957	New	+$235K	0.01%	164
2025 Q3	–	Sell	-1,957	Closed	-$215K	–	143
2025 Q2	$215K	Buy	+1,957	New	+$197K	0.01%	162
2025 Q1	–	Sell	-1,957	Closed	-$205K	–	164
2024 Q4	$205K	Buy	+1,957	New	+$205K	0.01%	154

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s ESGV Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 1,957 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #164.

Chas P. Smith & Associates (CPS) first reported a position in ESGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Chas P. Smith & Associates (CPS) held 1,957 shares of Vanguard ESG US Stock ETF worth $220K as of Q1 2026.
Chas P. Smith & Associates (CPS) left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #164 holding.
Chas P. Smith & Associates (CPS) first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 4 quarters since.
Chas P. Smith & Associates (CPS)'s Vanguard ESG US Stock ETF position peaked at $237K in Q4 2025.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.