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Medallion Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Medallion Wealth 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 		$354K Buy
3,155
+82
+3% +$9.74K 0.12% 169
2025
Q4 		$372K Buy
3,073
+215
+8% +$25.8K 0.12% 157
2025
Q3 		$339K Sell
2,858
-37
-1% -$4.21K 0.12% 166
2025
Q2 		$317K Sell
2,895
-86
-3% -$8.67K 0.12% 168
2025
Q1 		$293K Buy
2,981
+43
+1% +$4.5K 0.13% 155
2024
Q4 		$308K Buy
+2,938
New +$308K 0.15% 144

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

Medallion Wealth Advisors's ESGV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.7% in Q1 2026, buying an estimated $9.74K and bringing the position to 3,155 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #169.

Medallion Wealth Advisors first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 676 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Medallion Wealth Advisors held 3,155 shares of Vanguard ESG US Stock ETF worth $354K as of Q1 2026.
  • Medallion Wealth Advisors bought 82 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $9.74K.
  • Vanguard ESG US Stock ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #169 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $372K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.