Leo Wealth LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Leo Wealth LLC’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	$77.8M	Sell	692,530 -1,635	-0.2%	-$194K	5.65%	1
2025 Q4	$84M	Buy	694,165 +317,058	+84%	+$38M	6.09%	1
2025 Q3	$44.7M	Sell	377,107 -301,539	-44%	-$34.3M	5.79%	2
2025 Q2	$74.5M	Buy	678,646 +299,201	+79%	+$30.2M	5.79%	1
2025 Q1	$37.2M	Sell	379,445 -314,094	-45%	-$32.8M	5.34%	3
2024 Q4	$72.7M	Buy	693,539 +10,620	+2%	+$1.11M	6.52%	1
2024 Q3	$69.4M	Buy	682,919 +7,041	+1%	+$690K	6.34%	2
2024 Q2	$65.4M	Sell	675,878 -56,379	-8%	-$5.23M	6.67%	2
2024 Q1	$68.1M	Buy	732,257 +43,678	+6%	+$3.88M	6.97%	2
2023 Q4	$60.7M	Buy	+688,579	New	+$54.3M	6.29%	2

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

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Leo Wealth LLC's ESGV Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.24% in Q1 2026, selling an estimated $194K and leaving 692,530 shares worth $77.8M. The position accounts for 5.65% of the portfolio, ranked #1.

Leo Wealth LLC first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $84M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Leo Wealth LLC held 692,530 shares of Vanguard ESG US Stock ETF worth $77.8M as of Q1 2026.
Leo Wealth LLC sold 1,635 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $194K.
Vanguard ESG US Stock ETF made up 5.65% of Leo Wealth LLC's portfolio in Q1 2026, its #1 holding.
Leo Wealth LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard ESG US Stock ETF position peaked at $84M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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