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

NewEdge 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
2026 Q1	$2.2M	Hold	19,620	–	–	0.03%	401
2025 Q4	$2.37M	Hold	19,620	–	–	0.03%	405
2025 Q3	$2.36M	Sell	19,620 -414	-2%	-$47.1K	0.03%	355
2025 Q2	$2.25M	Sell	20,034 -2,470	-11%	-$249K	0.04%	356
2025 Q1	$2.2M	Buy	22,504 +2,277	+11%	+$238K	0.04%	339
2024 Q4	$2.12M	Buy	20,227 +275	+1%	+$28.9K	0.04%	341
2024 Q3	$2.03M	Buy	19,952 +915	+5%	+$89.7K	0.04%	345
2024 Q2	$1.84M	Hold	19,037	–	–	0.04%	336
2024 Q1	$1.7M	Buy	19,037 +1,180	+7%	+$105K	0.04%	352
2023 Q4	$1.52M	Buy	17,857 +122	+0.7%	+$9.62K	0.04%	334
2023 Q3	$1.33M	Buy	+17,735	New	+$1.39M	0.04%	316

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

NewEdge Wealth's ESGV Position: Q1 2026 in Review

NewEdge Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 19,620 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #401.

NewEdge Wealth first reported a position in ESGV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

NewEdge Wealth held 19,620 shares of Vanguard ESG US Stock ETF worth $2.2M as of Q1 2026.
NewEdge Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #401 holding.
NewEdge Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 11 quarters since.
NewEdge Wealth's Vanguard ESG US Stock ETF position peaked at $2.37M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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