Newton One Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Newton One Investments’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	$58.4K	Sell	520 -98	-16%	-$11.6K	0.02%	63
2025 Q4	$74.8K	Buy	618 +1	+0.2%	+$120	0.02%	60
2025 Q3	$73.1K	Hold	617	–	–	0.02%	59
2025 Q2	$67.6K	Buy	617 +2	+0.3%	+$202	0.02%	61
2025 Q1	$60.2K	Sell	615 -298	-33%	-$31.2K	0.02%	61
2024 Q4	$95.8K	Buy	+913	New	+$95.8K	0.04%	54
2024 Q3	–	Sell	-908	Closed	-$87.8K	–	63
2024 Q2	$87.8K	Buy	908 +40	+5%	+$3.71K	0.04%	53
2024 Q1	$80.9K	Buy	868 +2	+0.2%	+$178	0.04%	55
2023 Q4	$73.6K	Buy	866 +4	+0.5%	+$315	0.03%	60
2023 Q3	$64.9K	Buy	862 +274	+47%	+$21.5K	0.04%	62
2023 Q2	$46.1K	Buy	588 +1	+0.2%	+$74	0.03%	68
2023 Q1	$42.1K	Buy	587 +2	+0.3%	+$139	0.03%	69
2022 Q4	$38.5K	Hold	585	–	–	0.02%	69
2022 Q3	$37K	Hold	585	–	–	0.03%	68
2022 Q2	$39K	Hold	585	–	–	0.03%	70
2022 Q1	$47K	Hold	585	–	–	0.03%	70
2021 Q4	$51K	Hold	585	–	–	0.04%	69
2021 Q3	$47K	Hold	585	–	–	0.04%	68
2021 Q2	$47K	Hold	585	–	–	0.04%	67
2021 Q1	$43K	Buy	+585	New	+$42.4K	0.04%	50

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

Newton One Investments's ESGV Position: Q1 2026 in Review

Newton One Investments reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q1 2026, selling an estimated $11.6K and leaving 520 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #63.

Newton One Investments first reported a position in ESGV in Q1 2021 and has held it in 20 quarters since. The position peaked at $95.8K in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Newton One Investments held 520 shares of Vanguard ESG US Stock ETF worth $58.4K as of Q1 2026.
Newton One Investments sold 98 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $11.6K.
Vanguard ESG US Stock ETF made up 0.02% of Newton One Investments's portfolio in Q1 2026, its #63 holding.
Newton One Investments first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 20 quarters since.
Newton One Investments's Vanguard ESG US Stock ETF position peaked at $95.8K in Q4 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.