Money Concepts Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Money Concepts Capital’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	$543K	Hold	4,839	–	–	0.03%	372
2025 Q4	$585K	Sell	4,839 -1,063	-18%	-$128K	0.03%	327
2025 Q3	$699K	Hold	5,902	–	–	0.04%	286
2025 Q2	$647K	Buy	5,902 +920	+18%	+$92.7K	0.04%	277
2025 Q1	$488K	Buy	4,982 +2,479	+99%	+$259K	0.04%	297
2024 Q4	$263K	Buy	+2,503	New	+$263K	0.02%	360
2023 Q1	–	Sell	-350	Closed	-$23.1K	–	1209
2022 Q4	$23.1K	Buy	+350	New	+$23.3K	﹤0.01%	1603
2022 Q2	–	Sell	-350	Closed	-$28K	–	1776
2022 Q1	$28K	Buy	+350	New	+$28.1K	﹤0.01%	1461

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

Money Concepts Capital's ESGV Position: Q1 2026 in Review

Money Concepts Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 4,839 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #372.

Money Concepts Capital first reported a position in ESGV in Q1 2022 and has held it in 8 quarters since. The position peaked at $699K in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Money Concepts Capital held 4,839 shares of Vanguard ESG US Stock ETF worth $543K as of Q1 2026.
Money Concepts Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #372 holding.
Money Concepts Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 8 quarters since.
Money Concepts Capital's Vanguard ESG US Stock ETF position peaked at $699K in Q3 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.