Keyvantage Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keyvantage Wealth’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	-1,766	Closed	-$214K	–	95
2025 Q4	$214K	Hold	1,766	–	–	0.09%	95
2025 Q3	$209K	Buy	+1,766	New	+$201K	0.09%	94

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

Keyvantage Wealth's ESGV Position: Q1 2026 in Review

Keyvantage Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,766 shares — an estimated $214K sold.

Keyvantage Wealth first reported a position in ESGV in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Keyvantage Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Keyvantage Wealth sold 1,766 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $214K.
Keyvantage Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and held it in 2 quarters.
Keyvantage Wealth's Vanguard ESG US Stock ETF position peaked at $214K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.