Mill Creek Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mill Creek Capital 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	$19.5M	Buy	173,348 +10,232	+6%	+$1.22M	0.4%	24
2025 Q4	$19.7M	Hold	163,116	–	–	0.4%	23
2025 Q3	$19.3M	Sell	163,116 -11,285	-6%	-$1.28M	0.4%	24
2025 Q2	$19.1M	Sell	174,401 -6,125	-3%	-$617K	0.42%	24
2025 Q1	$17.7M	Buy	180,526 +11,715	+7%	+$1.22M	0.43%	26
2024 Q4	$17.7M	Hold	168,811	–	–	0.43%	24
2024 Q3	$17.2M	Sell	168,811 -6,580	-4%	-$645K	0.41%	25
2024 Q2	$16.9M	Sell	175,391 -11,960	-6%	-$1.11M	0.43%	25
2024 Q1	$17.5M	Sell	187,351 -13,335	-7%	-$1.19M	0.47%	26
2023 Q4	$17.1M	Hold	200,686	–	–	0.5%	25
2023 Q3	$15.1M	Sell	200,686 -11,520	-5%	-$904K	0.5%	27
2023 Q2	$16.6M	Sell	212,206 -15,920	-7%	-$1.17M	0.54%	24
2023 Q1	$16.4M	Sell	228,126 -29,605	-11%	-$2.06M	0.6%	20
2022 Q4	$17M	Buy	+257,731	New	+$17.2M	0.7%	20

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mill Creek Capital Advisors's ESGV Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.3% in Q1 2026, buying an estimated $1.22M and bringing the position to 173,348 shares worth $19.5M. The position accounts for 0.4% of the portfolio, ranked #24.

Mill Creek Capital Advisors first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.7M in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Mill Creek Capital Advisors held 173,348 shares of Vanguard ESG US Stock ETF worth $19.5M as of Q1 2026.
Mill Creek Capital Advisors bought 10,232 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $1.22M.
Vanguard ESG US Stock ETF made up 0.4% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #24 holding.
Mill Creek Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Vanguard ESG US Stock ETF position peaked at $19.7M in Q4 2025.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.