Mission Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mission Wealth 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
2026 Q1	$2.79M	Sell	24,828 -7,904	-24%	-$939K	0.06%	172
2025 Q4	$3.96M	Buy	32,732 +6,015	+23%	+$722K	0.08%	138
2025 Q3	$3.16M	Buy	26,717 +226	+0.9%	+$25.7K	0.06%	161
2025 Q2	$2.9M	Buy	26,491 +9,406	+55%	+$948K	0.06%	169
2025 Q1	$1.67M	Sell	17,085 -96	-0.6%	-$10K	0.04%	213
2024 Q4	$1.8M	Hold	17,181	–	–	0.04%	196
2024 Q3	$1.75M	Buy	17,181 +397	+2%	+$38.9K	0.04%	193
2024 Q2	$1.62M	Sell	16,784 -18,907	-53%	-$1.75M	0.04%	194
2024 Q1	$3.33M	Buy	35,691 +18,907	+113%	+$1.68M	0.09%	127
2023 Q4	$1.43M	Sell	16,784 -1,348	-7%	-$106K	0.05%	187
2023 Q3	$1.36M	Buy	18,132 +20	+0.1%	+$1.57K	0.05%	184
2023 Q2	$1.42M	Hold	18,112	–	–	0.05%	173
2023 Q1	$1.3M	Hold	18,112	–	–	0.05%	184
2022 Q4	$1.19M	Sell	18,112 -37,653	-68%	-$2.51M	0.06%	180
2022 Q3	$3.51M	Buy	55,765 +39,353	+240%	+$2.76M	0.19%	76
2022 Q2	$1.09M	Buy	+16,412	New	+$1.19M	0.06%	181

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

Mission Wealth Management's ESGV Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 24% in Q1 2026, selling an estimated $939K and leaving 24,828 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #172.

Mission Wealth Management first reported a position in ESGV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.96M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Mission Wealth Management held 24,828 shares of Vanguard ESG US Stock ETF worth $2.79M as of Q1 2026.
Mission Wealth Management sold 7,904 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $939K.
Vanguard ESG US Stock ETF made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #172 holding.
Mission Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 16 quarters since.
Mission Wealth Management's Vanguard ESG US Stock ETF position peaked at $3.96M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.