NSIM
ESGV icon

North Star Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

North Star Investment Management’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 		$241K Buy
2,149
+195
+10% +$23.2K 0.01% 471
2025
Q4 		$236K Sell
1,954
-41
-2% -$4.92K 0.01% 422
2025
Q3 		$236K Buy
1,995
+5
+0.3% +$569 0.02% 411
2025
Q2 		$218K Buy
1,990
+4
+0.2% +$403 0.02% 410
2025
Q1 		$195K Buy
1,986
+5
+0.3% +$523 0.01% 416
2024
Q4 		$208K Buy
1,981
+5
+0.3% +$525 0.01% 408
2024
Q3 		$201K Sell
1,976
-115
-5% -$11.3K 0.01% 420
2024
Q2 		$202K Buy
2,091
+5
+0.2% +$463 0.01% 406
2024
Q1 		$194K Buy
2,086
+5
+0.2% +$445 0.01% 425
2023
Q4 		$177K Buy
2,081
+7
+0.3% +$552 0.01% 430
2023
Q3 		$156K Buy
2,074
+6
+0.3% +$471 0.01% 443
2023
Q2 		$162K Buy
2,068
+6
+0.3% +$442 0.01% 445
2023
Q1 		$148K Buy
2,062
+5
+0.2% +$348 0.01% 465
2022
Q4 		$135K Buy
2,057
+9
+0.4% +$600 0.01% 459
2022
Q3 		$129K Buy
2,048
+1,311
+178% +$92K 0.01% 411
2022
Q2 		$49K Sell
737
-40
-5% -$2.89K ﹤0.01% 550
2022
Q1 		$63K Buy
777
+1
+0.1% +$80 ﹤0.01% 535
2021
Q4 		$68K Buy
776
+2
+0.3% +$171 ﹤0.01% 550
2021
Q3 		$62K Buy
774
+1
+0.1% +$82 0.01% 548
2021
Q2 		$62K Buy
773
+2
+0.3% +$155 ﹤0.01% 545
2021
Q1 		$57K Buy
771
+1
+0.1% +$72 0.01% 529
2020
Q4 		$54K Buy
770
+202
+36% +$13.3K 0.01% 522
2020
Q3 		$35K Buy
568
+2
+0.4% +$122 ﹤0.01% 566
2020
Q2 		$32K Buy
566
+2
+0.4% +$105 ﹤0.01% 558
2020
Q1 		$26K Buy
564
+1
+0.2% +$54 ﹤0.01% 591
2019
Q4 		$32K Buy
563
+3
+0.5% +$162 ﹤0.01% 635
2019
Q3 		$29K Buy
+560
New +$29K ﹤0.01% 647
2019
Q2 		– Sell
-556
Closed -$27K – 550
2019
Q1 		$27K Buy
+556
New +$26.2K ﹤0.01% 667

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

North Star Investment Management's ESGV Position: Q1 2026 in Review

North Star Investment Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,149 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #471.

North Star Investment Management first reported a position in ESGV in Q1 2019 and has held it in 28 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • North Star Investment Management held 2,149 shares of Vanguard ESG US Stock ETF worth $241K as of Q1 2026.
  • North Star Investment Management bought 195 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $23.2K.
  • Vanguard ESG US Stock ETF made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #471 holding.
  • North Star Investment Management first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.