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Choreo LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Choreo LLC’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 		$3.69M Buy
32,844
+3,394
+12% +$403K 0.05% 264
2025
Q4 		$3.59M Sell
29,450
-100
-0.3% -$12K 0.05% 252
2025
Q3 		$3.5M Buy
29,550
+56
+0.2% +$6.38K 0.05% 251
2025
Q2 		$3.23M Sell
29,494
-90
-0.3% -$9.07K 0.05% 259
2025
Q1 		$2.9M Sell
29,584
-908
-3% -$94.9K 0.05% 265
2024
Q4 		$3.2M Sell
30,492
-3,179
-9% -$334K 0.05% 250
2024
Q3 		$3.38M Buy
33,671
+202
+0.6% +$19.8K 0.05% 246
2024
Q2 		$3.24M Buy
33,469
+949
+3% +$88K 0.05% 222
2024
Q1 		$3.03M Buy
32,520
+300
+0.9% +$26.7K 0.08% 137
2023
Q4 		$2.74M Buy
32,220
+42
+0.1% +$3.31K 0.07% 150
2023
Q3 		$2.42M Hold
32,178
– – 0.09% 128
2023
Q2 		$2.52M Buy
32,178
+925
+3% +$68.1K 0.09% 130
2023
Q1 		$2.24M Buy
+31,253
New +$2.18M 0.08% 141

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

Choreo LLC's ESGV Position: Q1 2026 in Review

Choreo LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q1 2026, buying an estimated $403K and bringing the position to 32,844 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #264.

Choreo LLC first reported a position in ESGV in Q1 2023 and has held it in 13 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Choreo LLC held 32,844 shares of Vanguard ESG US Stock ETF worth $3.69M as of Q1 2026.
  • Choreo LLC bought 3,394 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $403K.
  • Vanguard ESG US Stock ETF made up 0.05% of Choreo LLC's portfolio in Q1 2026, its #264 holding.
  • Choreo LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2023 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 Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.