Moneta Group Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Moneta Group Investment 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	$888K	Sell	7,914 -222	-3%	-$26.4K	0.01%	379
2025 Q4	$984K	Buy	8,136 +122	+2%	+$14.6K	0.01%	365
2025 Q3	$949K	Buy	8,014 +265	+3%	+$30.2K	0.01%	366
2025 Q2	$850K	Buy	7,749 +5,098	+192%	+$514K	0.01%	333
2025 Q1	$260K	Buy	2,651 +7	+0.3%	+$732	﹤0.01%	557
2024 Q4	$277K	Sell	2,644 -165	-6%	-$17.3K	﹤0.01%	547
2024 Q3	$286K	Buy	2,809 +37	+1%	+$3.63K	﹤0.01%	529
2024 Q2	$268K	Sell	2,772 -232	-8%	-$21.5K	﹤0.01%	520
2024 Q1	$280K	Buy	3,004 +455	+18%	+$40.5K	﹤0.01%	507
2023 Q4	$217K	Buy	+2,549	New	+$201K	﹤0.01%	517
2023 Q3	–	Sell	-2,782	Closed	-$218K	–	541
2023 Q2	$218K	Buy	+2,782	New	+$205K	﹤0.01%	488

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

Moneta Group Investment Advisors's ESGV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.7% in Q1 2026, selling an estimated $26.4K and leaving 7,914 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #379.

Moneta Group Investment Advisors first reported a position in ESGV in Q2 2023 and has held it in 11 quarters since. The position peaked at $984K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Moneta Group Investment Advisors held 7,914 shares of Vanguard ESG US Stock ETF worth $888K as of Q1 2026.
Moneta Group Investment Advisors sold 222 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $26.4K.
Vanguard ESG US Stock ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #379 holding.
Moneta Group Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 11 quarters since.
Moneta Group Investment Advisors's Vanguard ESG US Stock ETF position peaked at $984K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.