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InTrack Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

InTrack Investment 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 		– Sell
-6,725
Closed -$813K – 111
2025
Q4 		$813K Buy
6,725
+3,210
+91% +$385K 0.46% 62
2025
Q3 		$416K Buy
3,515
+130
+4% +$14.8K 0.25% 84
2025
Q2 		$371K Sell
3,385
-2,071
-38% -$209K 0.25% 86
2025
Q1 		$534K Sell
5,456
-230
-4% -$24K 0.49% 59
2024
Q4 		$591K Buy
5,686
+869
+18% +$91.2K 0.41% 65
2024
Q3 		$490K Buy
4,817
+496
+11% +$48.6K 0.35% 81
2024
Q2 		$417K Buy
4,321
+1,605
+59% +$149K 0.3% 97
2024
Q1 		$253K Sell
2,716
-101
-4% -$8.98K 0.19% 116
2023
Q4 		$240K Buy
2,817
+14
+0.5% +$1.1K 0.18% 122
2023
Q3 		$211K Sell
2,803
-1,004
-26% -$78.8K 0.19% 122
2023
Q2 		$298K Sell
3,807
-1,581
-29% -$116K 0.24% 116
2023
Q1 		$385K Buy
5,388
+1,595
+42% +$111K 0.35% 88
2022
Q4 		$250K Sell
3,793
-12,667
-77% -$845K 0.25% 104
2022
Q3 		$1.03M Sell
16,460
-2,616
-14% -$184K 1.14% 27
2022
Q2 		$1.27M Buy
19,076
+6,080
+47% +$439K 1.3% 23
2022
Q1 		$1.05M Buy
12,996
+3,163
+32% +$254K 0.86% 41
2021
Q4 		$864K Buy
9,833
+130
+1% +$11.1K 0.6% 63
2021
Q3 		$835K Sell
9,703
-283
-3% -$23.3K 0.61% 65
2021
Q2 		$808K Buy
+9,986
New +$775K 0.63% 60

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

InTrack Investment Management's ESGV Position: Q1 2026 in Review

InTrack Investment Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 6,725 shares — an estimated $813K sold.

InTrack Investment Management first reported a position in ESGV in Q2 2021 and held it in 19 quarters. The position peaked at $1.27M in Q2 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • InTrack Investment Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • InTrack Investment Management sold 6,725 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $813K.
  • InTrack Investment Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 19 quarters.
  • InTrack Investment Management's Vanguard ESG US Stock ETF position peaked at $1.27M in Q2 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on InTrack Investment Management's 13F filing for Q1 2026, filed 7 Apr 2026.