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Continuum Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Continuum Advisory’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 		$330K Buy
2,941
+7
+0.2% +$831 0.03% 349
2025
Q4 		$355K Sell
2,934
-67
-2% -$8.04K 0.04% 340
2025
Q3 		$355K Sell
3,001
-1
-0% -$114 0.04% 329
2025
Q2 		$329K Buy
3,002
+7
+0.2% +$706 0.04% 324
2025
Q1 		$293K Buy
2,995
+8
+0.3% +$836 0.04% 323
2024
Q4 		$313K Buy
2,987
+8
+0.3% +$839 0.04% 316
2024
Q3 		$315K Buy
2,979
+9
+0.3% +$882 0.04% 317
2024
Q2 		$287K Buy
2,970
+9
+0.3% +$834 0.04% 313
2024
Q1 		$273K Sell
2,961
-3,228
-52% -$287K 0.04% 327
2023
Q4 		$526K Sell
6,189
-86
-1% -$6.78K 0.07% 272
2023
Q3 		$472K Buy
6,275
+8
+0.1% +$628 0.08% 282
2023
Q2 		$491K Buy
6,267
+1
+0% +$74 0.08% 281
2023
Q1 		$449K Buy
6,266
+2,791
+80% +$194K 0.08% 281
2022
Q4 		$229K Sell
3,475
-147
-4% -$9.8K 0.04% 384
2022
Q3 		$228K Buy
3,622
+61
+2% +$4.28K 0.04% 362
2022
Q2 		$236K Buy
3,561
+5
+0.1% +$361 0.04% 367
2022
Q1 		$260K Buy
+3,556
New +$286K 0.05% 336

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

Continuum Advisory's ESGV Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.24% in Q1 2026, buying an estimated $831 and bringing the position to 2,941 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #349.

Continuum Advisory first reported a position in ESGV in Q1 2022 and has held it in 17 quarters since. The position peaked at $526K in Q4 2023. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Continuum Advisory held 2,941 shares of Vanguard ESG US Stock ETF worth $330K as of Q1 2026.
  • Continuum Advisory bought 7 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $831.
  • Vanguard ESG US Stock ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #349 holding.
  • Continuum Advisory first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 17 quarters since.
  • Continuum Advisory's Vanguard ESG US Stock ETF position peaked at $526K in Q4 2023.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.