Janney Montgomery Scott
ESGV icon

Janney Montgomery Scott’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Janney Montgomery Scott’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 		$939K Sell
8,360
-1,132
-12% -$134K ﹤0.01% 1688
2025
Q4 		$1.15M Sell
9,492
-301
-3% -$36.1K ﹤0.01% 1650
2025
Q3 		$1.16M Sell
9,793
-161
-2% -$18.3K ﹤0.01% 1613
2025
Q2 		$1.09M Buy
9,954
+662
+7% +$66.7K ﹤0.01% 1532
2025
Q1 		$910K Buy
9,292
+73
+0.8% +$7.63K ﹤0.01% 1598
2024
Q4 		$967K Buy
9,219
+41
+0.4% +$4.3K ﹤0.01% 1553
2024
Q3 		$933K Buy
+9,178
New +$900K ﹤0.01% 1539
2024
Q2 		– Sell
-31,004
Closed -$2.89M – 2665
2024
Q1 		$2.89M Sell
31,004
-5,816
-16% -$517K 0.01% 992
2023
Q4 		$3.13M Sell
36,820
-2,013
-5% -$159K 0.01% 920
2023
Q3 		$2.92M Sell
38,833
-237
-0.6% -$18.6K 0.01% 870
2023
Q2 		$3.06M Sell
39,070
-371
-0.9% -$27.3K 0.01% 881
2023
Q1 		$2.83M Sell
39,441
-39,607
-50% -$2.76M 0.01% 839
2022
Q4 		$5.21M Sell
79,048
-4,302
-5% -$287K 0.02% 658
2022
Q3 		$5.24M Sell
83,350
-62,103
-43% -$4.36M 0.02% 614
2022
Q2 		$9.75M Sell
145,453
-2,732
-2% -$197K 0.04% 369
2022
Q1 		$12M Sell
148,185
-7,967
-5% -$641K 0.05% 334
2021
Q4 		$13.7M Buy
156,152
+3,026
+2% +$259K 0.05% 313
2021
Q3 		$12.3M Buy
153,126
+776
+0.5% +$63.9K 0.05% 318
2021
Q2 		$12.2M Sell
152,350
-4,929
-3% -$382K 0.05% 315
2021
Q1 		$11.6M Buy
157,279
+10,935
+7% +$792K 0.06% 298
2020
Q4 		$10.3M Buy
146,344
+17,739
+14% +$1.17M 0.05% 323
2020
Q3 		$7.95M Buy
128,605
+74,156
+136% +$4.51M 0.05% 347
2020
Q2 		$3.07M Buy
54,449
+4,609
+9% +$242K 0.02% 617
2020
Q1 		$2.28M Buy
+49,840
New +$2.69M 0.02% 646

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

Janney Montgomery Scott's ESGV Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q1 2026, selling an estimated $134K and leaving 8,360 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Janney Montgomery Scott first reported a position in ESGV in Q1 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Janney Montgomery Scott held 8,360 shares of Vanguard ESG US Stock ETF worth $939K as of Q1 2026.
  • Janney Montgomery Scott sold 1,132 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $134K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1688 holding.
  • Janney Montgomery Scott first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 24 quarters since.
  • Janney Montgomery Scott's Vanguard ESG US Stock ETF position peaked at $13.7M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.