Lido Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lido Advisors’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	$3.68M	Sell	32,790 -745	-2%	-$88.5K	0.01%	527
2025 Q4	$4.01M	Buy	33,535 +2	+0%	+$240	0.01%	519
2025 Q3	$3.97M	Buy	33,533 +265	+0.8%	+$30.2K	0.01%	497
2025 Q2	$3.65M	Buy	33,268 +1,162	+4%	+$117K	0.01%	447
2025 Q1	$3.14M	Buy	32,106 +16,384	+104%	+$1.71M	0.01%	435
2024 Q4	$1.65M	Buy	+15,722	New	+$1.65M	0.01%	575
2023 Q3	–	Sell	-3,588	Closed	-$281K	–	1256
2023 Q2	$281K	Buy	3,588 +626	+21%	+$46.1K	﹤0.01%	962
2023 Q1	$212K	Buy	+2,962	New	+$206K	﹤0.01%	991

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

Lido Advisors's ESGV Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q1 2026, selling an estimated $88.5K and leaving 32,790 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #527.

Lido Advisors first reported a position in ESGV in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.01M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Lido Advisors held 32,790 shares of Vanguard ESG US Stock ETF worth $3.68M as of Q1 2026.
Lido Advisors sold 745 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $88.5K.
Vanguard ESG US Stock ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #527 holding.
Lido Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 8 quarters since.
Lido Advisors's Vanguard ESG US Stock ETF position peaked at $4.01M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.