MHS
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M Holdings Securities’s Vanguard ESG US Stock ETF ESGV Stock Holding History

M Holdings Securities’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 		$1.47M Buy
11,351
+17
+0.1% +$2.02K 0.1% 161
2025
Q4 		$1.37M Buy
+11,334
New +$1.36M 0.1% 161

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

M Holdings Securities's ESGV Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.15% in Q1 2026, buying an estimated $2.02K and bringing the position to 11,351 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #161.

M Holdings Securities first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • M Holdings Securities held 11,351 shares of Vanguard ESG US Stock ETF worth $1.47M as of Q1 2026.
  • M Holdings Securities bought 17 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.02K.
  • Vanguard ESG US Stock ETF made up 0.1% of M Holdings Securities's portfolio in Q1 2026, its #161 holding.
  • M Holdings Securities first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.