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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 680 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.
680 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.