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Laurel Wealth Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Laurel Wealth Planning’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 		$2.18M Buy
19,382
+6
+0% +$713 1.15% 28
2025
Q4 		$2.34M Sell
19,376
-2,214
-10% -$266K 1.3% 24
2025
Q3 		$2.56M Sell
21,590
-5,010
-19% -$570K 1.35% 25
2025
Q2 		$2.92M Buy
26,600
+16,469
+163% +$1.66M 1.66% 22
2025
Q1 		$992K Sell
10,131
-431
-4% -$45.1K 0.66% 33
2024
Q4 		$1.11M Sell
10,562
-853
-7% -$89.5K 0.71% 33
2024
Q3 		$1.16M Sell
11,415
-1,946
-15% -$191K 0.76% 29
2024
Q2 		$1.29M Sell
13,361
-3,050
-19% -$283K 0.9% 28
2024
Q1 		$1.53M Sell
16,411
-5,570
-25% -$495K 1.02% 26
2023
Q4 		$1.87M Sell
21,981
-5,625
-20% -$443K 1.32% 23
2023
Q3 		$2.08M Sell
27,606
-2,972
-10% -$233K 1.62% 23
2023
Q2 		$2.4M Sell
30,578
-11,324
-27% -$834K 1.71% 24
2023
Q1 		$3M Sell
41,902
-24,823
-37% -$1.73M 1.99% 21
2022
Q4 		$4.39M Buy
66,725
+43,734
+190% +$2.92M 2.83% 8
2022
Q3 		$1.45M Hold
22,991
– – 1.06% 29
2022
Q2 		$1.53M Sell
22,991
-1,144
-5% -$82.6K 1.07% 29
2022
Q1 		$1.96M Sell
24,135
-10,681
-31% -$859K 1.32% 27
2021
Q4 		$3.06M Sell
34,816
-247
-0.7% -$21.1K 2.32% 17
2021
Q3 		$2.81M Buy
35,063
+364
+1% +$30K 2.27% 16
2021
Q2 		$2.77M Buy
34,699
+1,630
+5% +$126K 2.42% 18
2021
Q1 		$2.44M Buy
33,069
+2,059
+7% +$149K 2.23% 19
2020
Q4 		$2.18M Buy
+31,010
New +$2.05M 2.12% 20

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

Laurel Wealth Planning's ESGV Position: Q1 2026 in Review

Laurel Wealth Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.03% in Q1 2026, buying an estimated $713 and bringing the position to 19,382 shares worth $2.18M. The position accounts for 1.15% of the portfolio, ranked #28.

Laurel Wealth Planning first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.39M in Q4 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Laurel Wealth Planning held 19,382 shares of Vanguard ESG US Stock ETF worth $2.18M as of Q1 2026.
  • Laurel Wealth Planning bought 6 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $713.
  • Vanguard ESG US Stock ETF made up 1.15% of Laurel Wealth Planning's portfolio in Q1 2026, its #28 holding.
  • Laurel Wealth Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Vanguard ESG US Stock ETF position peaked at $4.39M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.