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

Five Pine 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 Q3	$484K	Sell	3,572 -37	-1%	-$4.98K	0.27%	27
2026 Q2	$477K	Buy	3,609 +3	+0.1%	+$383	0.27%	28
2026 Q1	$405K	Buy	3,606 +4	+0.1%	+$475	0.25%	29
2025 Q4	$436K	Buy	3,602 +9	+0.3%	+$1.08K	0.28%	27
2025 Q3	$426K	Sell	3,593 -130	-3%	-$14.8K	0.29%	28
2025 Q2	$408K	Buy	3,723 +9	+0.2%	+$907	0.3%	28
2025 Q1	$364K	Sell	3,714 -91	-2%	-$9.5K	0.3%	28
2024 Q4	$399K	Buy	+3,805	New	+$399K	0.34%	29

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Five Pine Wealth Management's ESGV Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1% in Q3 2026, selling an estimated $4.98K and leaving 3,572 shares worth $484K. The position accounts for 0.27% of the portfolio, ranked #27.

Five Pine Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Five Pine Wealth Management held 3,572 shares of Vanguard ESG US Stock ETF worth $484K as of Q3 2026.
Five Pine Wealth Management sold 37 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $4.98K.
Vanguard ESG US Stock ETF made up 0.27% of Five Pine Wealth Management's portfolio in Q3 2026, its #27 holding.
Five Pine Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.