IBEX Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IBEX Wealth Advisors’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	$390K	Buy	+3,475	New	+$413K	0.04%	165
2025 Q4	–	Sell	-3,461	Closed	-$410K	–	146
2025 Q3	$410K	Buy	3,461 +17	+0.5%	+$1.94K	0.04%	169
2025 Q2	$378K	Buy	+3,444	New	+$347K	0.04%	159
2025 Q1	–	Sell	-3,293	Closed	-$345K	–	148
2024 Q4	$345K	Buy	+3,293	New	+$346K	0.04%	163
2023 Q1	–	Sell	-3,247	Closed	-$214K	–	113
2022 Q4	$214K	Buy	+3,247	New	+$217K	0.05%	160
2021 Q4	–	Sell	-136	Closed	-$11K	–	259
2021 Q3	$11K	Buy	+136	New	+$11.2K	﹤0.01%	353

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's ESGV Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q1 2026: 3,475 shares worth $390K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in ESGV as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in ESGV in Q3 2021 and has held it in 6 quarters since. The position peaked at $410K in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

IBEX Wealth Advisors held 3,475 shares of Vanguard ESG US Stock ETF worth $390K as of Q1 2026.
Vanguard ESG US Stock ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard ESG US Stock ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q1 2026, its #165 holding.
IBEX Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 6 quarters since.
IBEX Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $410K in Q3 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.