HSA
ESGV icon

HBK Sorce Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HBK Sorce Advisory’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 		$1.09M Buy
8,379
+37
+0.4% +$4.39K 0.02% 233
2025
Q4 		$1.01M Buy
8,342
+1,223
+17% +$147K 0.02% 236
2025
Q3 		$841K Sell
7,119
-854
-11% -$97.2K 0.02% 256
2025
Q2 		$874K Hold
7,973
– – 0.02% 244
2025
Q1 		$781K Buy
7,973
+993
+14% +$104K 0.02% 253
2024
Q4 		$732K Sell
6,980
-189
-3% -$19.8K 0.02% 265
2024
Q3 		$729K Sell
7,169
-295
-4% -$28.9K 0.02% 267
2024
Q2 		$721K Buy
7,464
+203
+3% +$18.8K 0.03% 260
2024
Q1 		$677K Buy
7,261
+24
+0.3% +$2.13K 0.02% 277
2023
Q4 		$616K Buy
7,237
+1,067
+17% +$84.1K 0.02% 282
2023
Q3 		$464K Hold
6,170
– – 0.02% 320
2023
Q2 		$483K Buy
+6,170
New +$454K 0.02% 338
2022
Q1 		– Sell
-3,175
Closed -$279K – 574
2021
Q4 		$279K Buy
3,175
+326
+11% +$27.9K 0.01% 462
2021
Q3 		$228K Hold
2,849
– – 0.01% 525
2021
Q2 		$228K Buy
+2,849
New +$221K 0.01% 521
2020
Q1 		– Sell
-4,095
Closed -$232K – 413
2019
Q4 		$232K Hold
4,095
– – 0.02% 385
2019
Q3 		$213K Buy
+4,095
New +$212K 0.02% 381

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

HBK Sorce Advisory's ESGV Position: Q1 2026 in Review

HBK Sorce Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.44% in Q1 2026, buying an estimated $4.39K and bringing the position to 8,379 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #233.

HBK Sorce Advisory first reported a position in ESGV in Q3 2019 and has held it in 17 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • HBK Sorce Advisory held 8,379 shares of Vanguard ESG US Stock ETF worth $1.09M as of Q1 2026.
  • HBK Sorce Advisory bought 37 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $4.39K.
  • Vanguard ESG US Stock ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #233 holding.
  • HBK Sorce Advisory first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 17 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.