Concord Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Concord Wealth Partners’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	–	Sell	-1,562	Closed	-$189K	–	372
2025 Q4	$189K	Hold	1,562	–	–	0.02%	199
2025 Q3	$185K	Sell	1,562 -779	-33%	-$88.7K	0.03%	198
2025 Q2	$257K	Hold	2,341	–	–	0.04%	181
2025 Q1	$229K	Hold	2,341	–	–	0.04%	185
2024 Q4	$246K	Sell	2,341 -323	-12%	-$33.9K	0.04%	187
2024 Q3	$271K	Buy	2,664 +308	+13%	+$30.2K	0.05%	180
2024 Q2	$228K	Hold	2,356	–	–	0.04%	186
2024 Q1	$220K	Hold	2,356	–	–	0.04%	201
2023 Q4	$200K	Buy	2,356 +1,540	+189%	+$121K	0.04%	194
2023 Q3	$61.4K	Buy	+816	New	+$64K	0.01%	351

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

Concord Wealth Partners's ESGV Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,562 shares — an estimated $189K sold.

Concord Wealth Partners first reported a position in ESGV in Q3 2023 and held it in 10 quarters. The position peaked at $271K in Q3 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Concord Wealth Partners reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 1,562 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $189K.
Concord Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and held it in 10 quarters.
Concord Wealth Partners's Vanguard ESG US Stock ETF position peaked at $271K in Q3 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.