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Kestra Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kestra Advisory Services’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 		$907K Sell
8,080
-1,574
-16% -$187K ﹤0.01% 1800
2025
Q4 		$1.17M Buy
9,654
+5,004
+108% +$600K ﹤0.01% 1550
2025
Q3 		$551K Buy
4,650
+2,314
+99% +$263K ﹤0.01% 1993
2025
Q2 		$256K Sell
2,336
-155
-6% -$15.6K ﹤0.01% 2475
2025
Q1 		$244K Sell
2,491
-72
-3% -$7.53K ﹤0.01% 2331
2024
Q4 		$269K Buy
2,563
+173
+7% +$18.2K ﹤0.01% 2314
2024
Q3 		$243K Sell
2,390
-2,999
-56% -$294K ﹤0.01% 2229
2024
Q2 		$521K Buy
5,389
+338
+7% +$31.3K ﹤0.01% 1753
2024
Q1 		$471K Buy
5,051
+302
+6% +$26.9K ﹤0.01% 1707
2023
Q4 		$404K Buy
4,749
+241
+5% +$19K ﹤0.01% 1651
2023
Q3 		$339K Sell
4,508
-181
-4% -$14.2K ﹤0.01% 1587
2023
Q2 		$367K Buy
4,689
+424
+10% +$31.2K ﹤0.01% 1480
2023
Q1 		$306K Sell
4,265
-118,240
-97% -$8.24M ﹤0.01% 1553
2022
Q4 		$8.07M Buy
122,505
+117,926
+2,575% +$7.87M 0.07% 295
2022
Q3 		$288K Sell
4,579
-246
-5% -$17.3K ﹤0.01% 1617
2022
Q2 		$320K Buy
4,825
+1,023
+27% +$73.9K ﹤0.01% 1578
2022
Q1 		$308K Buy
3,802
+209
+6% +$16.8K ﹤0.01% 1580
2021
Q4 		$316K Buy
3,593
+150
+4% +$12.8K ﹤0.01% 1576
2021
Q3 		$276K Buy
+3,443
New +$284K ﹤0.01% 1740
2021
Q1 		– Sell
-4,594
Closed -$321K – 1908
2020
Q4 		$321K Buy
+4,594
New +$303K ﹤0.01% 1438

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

Kestra Advisory Services's ESGV Position: Q1 2026 in Review

Kestra Advisory Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q1 2026, selling an estimated $187K and leaving 8,080 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Kestra Advisory Services first reported a position in ESGV in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.07M in Q4 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Kestra Advisory Services held 8,080 shares of Vanguard ESG US Stock ETF worth $907K as of Q1 2026.
  • Kestra Advisory Services sold 1,574 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $187K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1800 holding.
  • Kestra Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 20 quarters since.
  • Kestra Advisory Services's Vanguard ESG US Stock ETF position peaked at $8.07M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.