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

NewEdge 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 		$2.81M Sell
24,994
-6,262
-20% -$744K 0.01% 930
2025
Q4 		$3.78M Buy
31,256
+5,423
+21% +$651K 0.01% 778
2025
Q3 		$3.06M Buy
25,833
+19,619
+316% +$2.23M 0.01% 815
2025
Q2 		$681K Sell
6,214
-191
-3% -$19.3K ﹤0.01% 1513
2025
Q1 		$627K Sell
6,405
-21,590
-77% -$2.26M ﹤0.01% 1456
2024
Q4 		$2.94M Buy
27,995
+5,261
+23% +$552K 0.02% 671
2024
Q3 		$2.31M Buy
22,734
+423
+2% +$41.5K 0.02% 726
2024
Q2 		$2.16M Buy
22,311
+1,840
+9% +$171K 0.02% 720
2024
Q1 		$1.91M Buy
20,471
+1,612
+9% +$143K 0.02% 714
2023
Q4 		$1.64M Buy
18,859
+3,247
+21% +$256K 0.02% 739
2023
Q3 		$1.17M Buy
15,612
+2,294
+17% +$180K 0.01% 792
2023
Q2 		$1.04M Buy
13,318
+2,400
+22% +$177K 0.01% 845
2023
Q1 		$783K Buy
10,918
+5,875
+116% +$409K 0.01% 898
2022
Q4 		$332K Buy
+5,043
New +$336K 0.01% 953

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

NewEdge Advisors's ESGV Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 20% in Q1 2026, selling an estimated $744K and leaving 24,994 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #930.

NewEdge Advisors first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.78M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • NewEdge Advisors held 24,994 shares of Vanguard ESG US Stock ETF worth $2.81M as of Q1 2026.
  • NewEdge Advisors sold 6,262 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $744K.
  • Vanguard ESG US Stock ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #930 holding.
  • NewEdge Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Vanguard ESG US Stock ETF position peaked at $3.78M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.