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

Kestra Private Wealth 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 		$537K Buy
4,782
+9
+0.2% +$1.07K 0.01% 1164
2025
Q4 		$577K Buy
4,773
+383
+9% +$45.9K 0.01% 1090
2025
Q3 		$520K Sell
4,390
-95
-2% -$10.8K 0.01% 1077
2025
Q2 		$492K Sell
4,485
-572
-11% -$57.7K 0.01% 1048
2025
Q1 		$495K Buy
5,057
+958
+23% +$100K 0.01% 960
2024
Q4 		$430K Buy
4,099
+9
+0.2% +$944 0.01% 995
2024
Q3 		$416K Sell
4,090
-175
-4% -$17.2K 0.01% 954
2024
Q2 		$412K Sell
4,265
-445
-9% -$41.2K 0.01% 910
2024
Q1 		$439K Sell
4,710
-148
-3% -$13.2K 0.01% 859
2023
Q4 		$413K Buy
4,858
+15
+0.3% +$1.18K 0.01% 808
2023
Q3 		$364K Buy
4,843
+46
+1% +$3.61K 0.01% 777
2023
Q2 		$376K Sell
4,797
-885
-16% -$65.2K 0.01% 736
2023
Q1 		$407K Buy
5,682
+13
+0.2% +$906 0.02% 661
2022
Q4 		$373K Sell
5,669
-72
-1% -$4.8K 0.02% 603
2022
Q3 		$361K Buy
5,741
+1,857
+48% +$130K 0.02% 588
2022
Q2 		$258K Buy
+3,884
New +$280K 0.01% 704

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 Private Wealth Services's ESGV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.19% in Q1 2026, buying an estimated $1.07K and bringing the position to 4,782 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1164.

Kestra Private Wealth Services first reported a position in ESGV in Q2 2022 and has held it in 16 quarters since. The position peaked at $577K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Kestra Private Wealth Services held 4,782 shares of Vanguard ESG US Stock ETF worth $537K as of Q1 2026.
  • Kestra Private Wealth Services bought 9 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $1.07K.
  • Vanguard ESG US Stock ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1164 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Vanguard ESG US Stock ETF position peaked at $577K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.