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Mokosak Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mokosak Advisory Group’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 		$433K Sell
3,857
-50
-1% -$5.94K 0.11% 22
2025
Q4 		$473K Sell
3,907
-154
-4% -$18.5K 0.12% 22
2025
Q3 		$481K Sell
4,061
-870
-18% -$99K 0.13% 21
2025
Q2 		$541K Sell
4,931
-91
-2% -$9.17K 0.15% 21
2025
Q1 		$492K Sell
5,022
-60
-1% -$6.27K 0.15% 20
2024
Q4 		$533K Sell
5,082
-245
-5% -$25.7K 0.16% 17
2024
Q3 		$541K Sell
5,327
-296
-5% -$29K 0.16% 17
2024
Q2 		$543K Sell
5,623
-257
-4% -$23.8K 0.18% 17
2024
Q1 		$548K Sell
5,880
-965
-14% -$85.8K 0.18% 17
2023
Q4 		$582K Sell
6,845
-233
-3% -$18.4K 0.21% 16
2023
Q3 		$532K Buy
7,078
+25
+0.4% +$1.96K 0.22% 16
2023
Q2 		$553K Sell
7,053
-332
-4% -$24.4K 0.22% 16
2023
Q1 		$530K Buy
7,385
+29
+0.4% +$2.02K 0.23% 16
2022
Q4 		$485K Sell
7,356
-1
-0% -$67 0.22% 17
2022
Q3 		$461K Sell
7,357
-170
-2% -$11.9K 0.23% 19
2022
Q2 		$500K Buy
7,527
+219
+3% +$15.8K 0.24% 16
2022
Q1 		$594K Sell
7,308
-383
-5% -$30.8K 0.24% 16
2021
Q4 		$676K Buy
7,691
+539
+8% +$46K 0.26% 16
2021
Q3 		$572K Buy
7,152
+178
+3% +$14.7K 0.24% 16
2021
Q2 		$558K Sell
6,974
-234
-3% -$18.2K 0.23% 16
2021
Q1 		$531K Sell
7,208
-136
-2% -$9.85K 0.24% 16
2020
Q4 		$516K Sell
7,344
-8
-0.1% -$528 0.25% 16
2020
Q3 		$454K Sell
7,352
-373
-5% -$22.7K 0.26% 16
2020
Q2 		$436K Buy
7,725
+28
+0.4% +$1.47K 0.27% 16
2020
Q1 		$352K Buy
7,697
+1,589
+26% +$85.7K 0.26% 15
2019
Q4 		$346K Sell
6,108
-274
-4% -$14.8K 0.21% 19
2019
Q3 		$332K Buy
+6,382
New +$330K 0.22% 19

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

Mokosak Advisory Group's ESGV Position: Q1 2026 in Review

Mokosak Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.3% in Q1 2026, selling an estimated $5.94K and leaving 3,857 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #22.

Mokosak Advisory Group first reported a position in ESGV in Q3 2019 and has held it in 27 quarters since. The position peaked at $676K in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Mokosak Advisory Group held 3,857 shares of Vanguard ESG US Stock ETF worth $433K as of Q1 2026.
  • Mokosak Advisory Group sold 50 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $5.94K.
  • Vanguard ESG US Stock ETF made up 0.11% of Mokosak Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Mokosak Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 27 quarters since.
  • Mokosak Advisory Group's Vanguard ESG US Stock ETF position peaked at $676K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.