CBA
ESGV icon

Coastal Bridge Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Coastal Bridge 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 		$202K Sell
1,803
-70
-4% -$8.31K 0.01% 427
2025
Q4 		$227K Buy
1,873
+87
+5% +$10.4K 0.02% 415
2025
Q3 		$212K Buy
+1,786
New +$203K 0.02% 425

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

Coastal Bridge Advisors's ESGV Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.7% in Q1 2026, selling an estimated $8.31K and leaving 1,803 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #427.

Coastal Bridge Advisors first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Coastal Bridge Advisors held 1,803 shares of Vanguard ESG US Stock ETF worth $202K as of Q1 2026.
  • Coastal Bridge Advisors sold 70 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $8.31K.
  • Vanguard ESG US Stock ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #427 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's Vanguard ESG US Stock ETF position peaked at $227K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.