Modus Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Modus 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	–	Sell	-300	Closed	-$36.3K	–	177
2025 Q4	$36.3K	Buy	+300	New	+$36K	0.01%	195

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

Modus Advisors's ESGV Position: Q1 2026 in Review

Modus Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 300 shares — an estimated $36.3K sold.

Modus Advisors first reported a position in ESGV in Q4 2025 and held it in 1 quarter. The position peaked at $36.3K in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Modus Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 300 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $36.3K.
Modus Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 1 quarter.
Modus Advisors's Vanguard ESG US Stock ETF position peaked at $36.3K in Q4 2025.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.