Dunhill Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Dunhill Financial’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	$246K	Sell	2,187 -2,184	-50%	-$259K	0.06%	131
2025 Q4	$529K	Hold	4,371	–	–	0.13%	63
2025 Q3	$518K	Sell	4,371 -2,478	-36%	-$282K	0.14%	60
2025 Q2	$751K	Hold	6,849	–	–	0.22%	50
2025 Q1	$671K	Buy	6,849 +4	+0.1%	+$418	0.31%	41
2024 Q4	$718K	Hold	6,845	–	–	0.33%	34
2024 Q3	$696K	Buy	+6,845	New	+$671K	0.36%	30

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

Dunhill Financial's ESGV Position: Q1 2026 in Review

Dunhill Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 50% in Q1 2026, selling an estimated $259K and leaving 2,187 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #131.

Dunhill Financial first reported a position in ESGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $751K in Q2 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Dunhill Financial held 2,187 shares of Vanguard ESG US Stock ETF worth $246K as of Q1 2026.
Dunhill Financial sold 2,184 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $259K.
Vanguard ESG US Stock ETF made up 0.06% of Dunhill Financial's portfolio in Q1 2026, its #131 holding.
Dunhill Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 7 quarters since.
Dunhill Financial's Vanguard ESG US Stock ETF position peaked at $751K in Q2 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.