Destination Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Destination Wealth Management’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	$618K	Sell	5,503 -175	-3%	-$20.8K	0.02%	188
2025 Q4	$687K	Buy	5,678 +131	+2%	+$15.7K	0.02%	169
2025 Q3	$657K	Sell	5,547 -161	-3%	-$18.3K	0.02%	157
2025 Q2	$626K	Hold	5,708	–	–	0.02%	158
2025 Q1	$559K	Hold	5,708	–	–	0.02%	159
2024 Q4	$599K	Sell	5,708 -469	-8%	-$49.2K	0.02%	145
2024 Q3	$628K	Hold	6,177	–	–	0.02%	143
2024 Q2	$597K	Hold	6,177	–	–	0.02%	143
2024 Q1	$576K	Hold	6,177	–	–	0.02%	147
2023 Q4	$525K	Buy	+6,177	New	+$487K	0.02%	150

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

Destination Wealth Management's ESGV Position: Q1 2026 in Review

Destination Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.1% in Q1 2026, selling an estimated $20.8K and leaving 5,503 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #188.

Destination Wealth Management first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $687K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Destination Wealth Management held 5,503 shares of Vanguard ESG US Stock ETF worth $618K as of Q1 2026.
Destination Wealth Management sold 175 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $20.8K.
Vanguard ESG US Stock ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #188 holding.
Destination Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
Destination Wealth Management's Vanguard ESG US Stock ETF position peaked at $687K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.