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

Mutual 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 		$348K Sell
3,100
-442
-12% -$52.5K 0.01% 1057
2025
Q4 		$428K Sell
3,542
-80
-2% -$9.6K 0.01% 945
2025
Q3 		$432K Sell
3,622
-510
-12% -$58.1K 0.01% 918
2025
Q2 		$466K Buy
4,132
+496
+14% +$50K 0.01% 815
2025
Q1 		$352K Sell
3,636
-217
-6% -$22.7K 0.01% 849
2024
Q4 		$407K Buy
3,853
+837
+28% +$87.8K 0.01% 775
2024
Q3 		$309K Sell
3,016
-1,854
-38% -$182K 0.01% 882
2024
Q2 		$471K Sell
4,870
-5,378
-52% -$499K 0.01% 724
2024
Q1 		$955K Buy
10,248
+4,525
+79% +$402K 0.03% 485
2023
Q4 		$487K Sell
5,723
-4,047
-41% -$319K 0.02% 662
2023
Q3 		$735K Buy
9,770
+4,322
+79% +$339K 0.03% 502
2023
Q2 		$427K Buy
5,448
+368
+7% +$27.1K 0.02% 689
2023
Q1 		$364K Buy
5,080
+70
+1% +$4.88K 0.01% 723
2022
Q4 		$330K Sell
5,010
-3,278
-40% -$219K 0.01% 713
2022
Q3 		$521K Buy
8,288
+3,278
+65% +$230K 0.03% 549
2022
Q2 		$333K Buy
5,010
+46
+0.9% +$3.32K 0.02% 646
2022
Q1 		$402K Sell
4,964
-6,754
-58% -$543K 0.02% 635
2021
Q4 		$1.03M Sell
11,718
-74
-0.6% -$6.32K 0.05% 376
2021
Q3 		$944K Sell
11,792
-161
-1% -$13.3K 0.06% 368
2021
Q2 		$956K Buy
11,953
+96
+0.8% +$7.45K 0.06% 362
2021
Q1 		$874K Buy
11,857
+3,991
+51% +$289K 0.06% 352
2020
Q4 		$552K Sell
7,866
-1,171
-13% -$77.3K 0.04% 442
2020
Q3 		$559K Sell
9,037
-105
-1% -$6.38K 0.05% 400
2020
Q2 		$516K Buy
+9,142
New +$481K 0.05% 372

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

Mutual Advisors's ESGV Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q1 2026, selling an estimated $52.5K and leaving 3,100 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1057.

Mutual Advisors first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Mutual Advisors held 3,100 shares of Vanguard ESG US Stock ETF worth $348K as of Q1 2026.
  • Mutual Advisors sold 442 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $52.5K.
  • Vanguard ESG US Stock ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1057 holding.
  • Mutual Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Mutual Advisors's Vanguard ESG US Stock ETF position peaked at $1.03M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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