MPW
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Monterey Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$4.36M Sell
44,479
-457
-1% -$47.8K 1.28% 16
2024
Q4 		$4.71M Buy
44,936
+124
+0.3% +$13K 1.55% 15
2024
Q3 		$4.56M Buy
44,812
+1,046
+2% +$103K 1.55% 15
2024
Q2 		$4.23M Sell
43,766
-228
-0.5% -$21.1K 1.58% 16
2024
Q1 		$4.1M Sell
43,994
-170
-0.4% -$15.1K 1.65% 16
2023
Q4 		$3.76M Buy
44,164
+6,895
+19% +$543K 1.7% 15
2023
Q3 		$2.8M Buy
37,269
+1,208
+3% +$94.8K 1.41% 16
2023
Q2 		$2.83M Sell
36,061
-508
-1% -$37.4K 1.37% 17
2023
Q1 		$2.62M Sell
36,569
-1,610
-4% -$112K 1.35% 17
2022
Q4 		$2.51M Buy
38,179
+1,201
+3% +$80.1K 1.36% 17
2022
Q3 		$2.36M Buy
36,978
+111
+0.3% +$7.79K 1.41% 18
2022
Q2 		$2.45M Buy
36,867
+4,654
+14% +$336K 1.4% 16
2022
Q1 		$2.65M Buy
32,213
+1,103
+4% +$88.7K 1.28% 17
2021
Q4 		$2.73M Buy
31,110
+7,499
+32% +$641K 1.35% 17
2021
Q3 		$1.9M Buy
23,611
+527
+2% +$43.4K 1.07% 18
2021
Q2 		$1.85M Buy
23,084
+4,506
+24% +$350K 1.06% 15
2021
Q1 		$1.45M Sell
18,578
-502
-3% -$36.4K 0.8% 18
2020
Q4 		$1.34M Buy
19,080
+1,773
+10% +$117K 0.77% 18
2020
Q3 		$1.07M Buy
17,307
+72
+0.4% +$4.38K 0.69% 20
2020
Q2 		$972K Buy
17,235
+3,878
+29% +$204K 0.69% 19
2020
Q1 		$612K Buy
13,357
+6,617
+98% +$357K 0.52% 26
2019
Q4 		$381K Buy
+6,740
New +$364K 0.31% 46

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Monterey Private Wealth's ESGV Position: Q1 2025 in Review

Monterey Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1% in Q1 2025, selling an estimated $47.8K and leaving 44,479 shares worth $4.36M. The position accounts for 1.28% of the portfolio, ranked #16.

Monterey Private Wealth first reported a position in ESGV in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.71M in Q4 2024. 585 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Monterey Private Wealth held 44,479 shares of Vanguard ESG US Stock ETF worth $4.36M as of Q1 2025.
  • Monterey Private Wealth sold 457 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $47.8K.
  • Vanguard ESG US Stock ETF made up 1.28% of Monterey Private Wealth's portfolio in Q1 2025, its #16 holding.
  • Monterey Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Vanguard ESG US Stock ETF position peaked at $4.71M in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.