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Meritage Portfolio Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$2.45M Buy
20,283
+1,475
+8% +$177K 0.16% 152
2025
Q3 		$2.23M Buy
18,808
+12,335
+191% +$1.4M 0.15% 154
2025
Q2 		$710K Hold
6,473
– – 0.04% 212
2025
Q1 		$634K Sell
6,473
-15
-0.2% -$1.57K 0.04% 222
2024
Q4 		$681K Hold
6,488
– – 0.04% 225
2024
Q3 		$660K Hold
6,488
– – 0.04% 232
2024
Q2 		$627K Hold
6,488
– – 0.04% 228
2024
Q1 		$605K Hold
6,488
– – 0.04% 231
2023
Q4 		$552K Hold
6,488
– – 0.04% 242
2023
Q3 		$488K Hold
6,488
– – 0.04% 241
2023
Q2 		$508K Hold
6,488
– – 0.04% 242
2023
Q1 		$465K Hold
6,488
– – 0.03% 214
2022
Q4 		$427K Buy
6,488
+1,060
+20% +$70.7K 0.03% 221
2022
Q3 		$341K Hold
5,428
– – 0.03% 235
2022
Q2 		$360K Buy
5,428
+100
+2% +$7.22K 0.03% 231
2022
Q1 		$432K Hold
5,328
– – 0.03% 228
2021
Q4 		$468K Buy
5,328
+400
+8% +$34.2K 0.03% 218
2021
Q3 		$395K Hold
4,928
– – 0.02% 224
2021
Q2 		$394K Buy
4,928
+93
+2% +$7.21K 0.02% 231
2021
Q1 		$357K Buy
4,835
+1,010
+26% +$73.1K 0.02% 226
2020
Q4 		$268K Buy
+3,825
New +$252K 0.02% 232

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Meritage Portfolio Management's ESGV Position: Q4 2025 in Review

Meritage Portfolio Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 7.8% in Q4 2025, buying an estimated $177K and bringing the position to 20,283 shares worth $2.45M. The position accounts for 0.16% of the portfolio, ranked #152.

Meritage Portfolio Management first reported a position in ESGV in Q4 2020 and has held it in 21 quarters since. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Meritage Portfolio Management held 20,283 shares of Vanguard ESG US Stock ETF worth $2.45M as of Q4 2025.
  • Meritage Portfolio Management bought 1,475 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $177K.
  • Vanguard ESG US Stock ETF made up 0.16% of Meritage Portfolio Management's portfolio in Q4 2025, its #152 holding.
  • Meritage Portfolio Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • 690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.