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Gould Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Gould Asset 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 		$4.37M Buy
38,914
+1,349
+4% +$160K 0.76% 22
2025
Q4 		$4.54M Sell
37,565
-715
-2% -$85.8K 0.81% 20
2025
Q3 		$4.53M Buy
38,280
+883
+2% +$101K 0.84% 21
2025
Q2 		$4.1M Sell
37,397
-110
-0.3% -$11.1K 0.8% 20
2025
Q1 		$3.67M Sell
37,507
-324
-0.9% -$33.9K 0.76% 20
2024
Q4 		$3.97M Buy
37,831
+255
+0.7% +$26.8K 0.84% 19
2024
Q3 		$3.82M Buy
37,576
+545
+1% +$53.4K 0.82% 19
2024
Q2 		$3.58M Buy
37,031
+338
+0.9% +$31.3K 0.83% 20
2024
Q1 		$3.42M Buy
36,693
+5,105
+16% +$454K 0.83% 21
2023
Q4 		$2.69M Buy
31,588
+5,045
+19% +$398K 0.69% 23
2023
Q3 		$2M Buy
26,543
+1,097
+4% +$86.1K 0.56% 27
2023
Q2 		$1.99M Buy
25,446
+1,245
+5% +$91.7K 0.56% 27
2023
Q1 		$1.74M Buy
24,201
+231
+1% +$16.1K 0.49% 27
2022
Q4 		$1.58M Buy
23,970
+11,285
+89% +$753K 0.47% 32
2022
Q3 		$798K Buy
12,685
+4,445
+54% +$312K 0.27% 42
2022
Q2 		$547K Buy
8,240
+50
+0.6% +$3.61K 0.18% 67
2022
Q1 		$664K Sell
8,190
-20
-0.2% -$1.61K 0.19% 54
2021
Q4 		$722K Buy
8,210
+2,340
+40% +$200K 0.2% 51
2021
Q3 		$470K Buy
5,870
+620
+12% +$51.1K 0.15% 70
2021
Q2 		$420K Buy
5,250
+215
+4% +$16.7K 0.12% 91
2021
Q1 		$371K Sell
5,035
-440
-8% -$31.9K 0.11% 93
2020
Q4 		$384K Buy
5,475
+1,095
+25% +$72.3K 0.12% 87
2020
Q3 		$271K Buy
4,380
+200
+5% +$12.2K 0.09% 99
2020
Q2 		$236K Buy
+4,180
New +$220K 0.08% 109
2020
Q1 		– Sell
-4,970
Closed -$281K – 133
2019
Q4 		$281K Sell
4,970
-290
-6% -$15.7K 0.09% 109
2019
Q3 		$273K Hold
5,260
– – 0.1% 111
2019
Q2 		$269K Buy
+5,260
New +$264K 0.1% 112

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

Gould Asset Management's ESGV Position: Q1 2026 in Review

Gould Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.6% in Q1 2026, buying an estimated $160K and bringing the position to 38,914 shares worth $4.37M. The position accounts for 0.76% of the portfolio, ranked #22.

Gould Asset Management first reported a position in ESGV in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.54M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Gould Asset Management held 38,914 shares of Vanguard ESG US Stock ETF worth $4.37M as of Q1 2026.
  • Gould Asset Management bought 1,349 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $160K.
  • Vanguard ESG US Stock ETF made up 0.76% of Gould Asset Management's portfolio in Q1 2026, its #22 holding.
  • Gould Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 27 quarters since.
  • Gould Asset Management's Vanguard ESG US Stock ETF position peaked at $4.54M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.