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Estate Counselors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Estate Counselors’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
-3,975
Closed -$481K – 104
2025
Q4 		$481K Hold
3,975
– – 0.04% 76
2025
Q3 		$471K Buy
3,975
+1,555
+64% +$177K 0.04% 79
2025
Q2 		$265K Sell
2,420
-770
-24% -$77.6K 0.03% 80
2025
Q1 		$312K Buy
3,190
+770
+32% +$80.5K 0.03% 84
2024
Q4 		$254K Hold
2,420
– – 0.03% 94
2024
Q3 		$246K Hold
2,420
– – 0.03% 102
2024
Q2 		$234K Buy
2,420
+80
+3% +$7.42K 0.03% 108
2024
Q1 		$218K Sell
2,340
-1,700
-42% -$151K 0.03% 111
2023
Q4 		$344K Sell
4,040
-3,080
-43% -$243K 0.04% 109
2023
Q3 		$536K Hold
7,120
– – 0.07% 106
2023
Q2 		$558K Buy
7,120
+230
+3% +$16.9K 0.07% 114
2023
Q1 		$494K Hold
6,890
– – 0.07% 116
2022
Q4 		$454K Buy
6,890
+550
+9% +$36.7K 0.06% 128
2022
Q3 		$295K Buy
+6,340
New +$445K 0.05% 111
2022
Q1 		– Sell
-5,960
Closed -$523K – 167
2021
Q4 		$523K Buy
+5,960
New +$509K 0.06% 110

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

Estate Counselors's ESGV Position: Q1 2026 in Review

Estate Counselors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 3,975 shares — an estimated $481K sold.

Estate Counselors first reported a position in ESGV in Q4 2021 and held it in 15 quarters. The position peaked at $558K in Q2 2023. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Estate Counselors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Counselors sold 3,975 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $481K.
  • Estate Counselors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 15 quarters.
  • Estate Counselors's Vanguard ESG US Stock ETF position peaked at $558K in Q2 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.