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

Parallel 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 		$1.95M Sell
17,353
-17,033
-50% -$2.02M 0.04% 301
2025
Q4 		$4.16M Sell
34,386
-2,063
-6% -$247K 0.08% 177
2025
Q3 		$4.32M Sell
36,449
-15,392
-30% -$1.75M 0.08% 172
2025
Q2 		$5.68M Sell
51,841
-2,398
-4% -$242K 0.11% 129
2025
Q1 		$5.31M Buy
54,239
+6,336
+13% +$662K 0.12% 130
2024
Q4 		$5.02M Sell
47,903
-2,604
-5% -$273K 0.11% 144
2024
Q3 		$5.13M Sell
50,507
-1,945
-4% -$191K 0.12% 135
2024
Q2 		$5.07M Sell
52,452
-5,882
-10% -$545K 0.13% 120
2024
Q1 		$5.44M Sell
58,334
-7,509
-11% -$668K 0.15% 113
2023
Q4 		$5.6M Buy
65,843
+6,384
+11% +$503K 0.17% 109
2023
Q3 		$4.47M Sell
59,459
-615
-1% -$48.3K 0.15% 120
2023
Q2 		$4.71M Sell
60,074
-7,788
-11% -$573K 0.15% 118
2023
Q1 		$4.87M Sell
67,862
-1,968
-3% -$137K 0.16% 115
2022
Q4 		$4.6M Sell
69,830
-6,768
-9% -$451K 0.2% 80
2022
Q3 		$4.82M Buy
76,598
+10,390
+16% +$729K 0.22% 73
2022
Q2 		$4.4M Sell
66,208
-21,402
-24% -$1.55M 0.2% 78
2022
Q1 		$7.21M Sell
87,610
-119,748
-58% -$9.63M 0.29% 60
2021
Q4 		$18.2M Buy
207,358
+5,572
+3% +$476K 0.68% 24
2021
Q3 		$16.2M Buy
201,786
+7,365
+4% +$607K 0.65% 28
2021
Q2 		$15.6M Buy
194,421
+18,214
+10% +$1.41M 0.66% 27
2021
Q1 		$13M Buy
176,207
+29,462
+20% +$2.13M 0.61% 31
2020
Q4 		$10.3M Buy
146,745
+58,039
+65% +$3.83M 0.56% 33
2020
Q3 		$5.48M Buy
88,706
+11,275
+15% +$685K 0.34% 55
2020
Q2 		$4.37M Buy
77,431
+36,017
+87% +$1.89M 0.29% 56
2020
Q1 		$1.9M Sell
41,414
-7,114
-15% -$384K 0.15% 104
2019
Q4 		$2.75M Buy
48,528
+7,930
+20% +$428K 0.21% 88
2019
Q3 		$2.11M Buy
40,598
+34,929
+616% +$1.81M 0.18% 99
2019
Q2 		$290K Buy
+5,669
New +$284K 0.03% 354

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

Parallel Advisors's ESGV Position: Q1 2026 in Review

Parallel Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 50% in Q1 2026, selling an estimated $2.02M and leaving 17,353 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #301.

Parallel Advisors first reported a position in ESGV in Q2 2019 and has held it in 28 quarters since. The position peaked at $18.2M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Parallel Advisors held 17,353 shares of Vanguard ESG US Stock ETF worth $1.95M as of Q1 2026.
  • Parallel Advisors sold 17,033 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.02M.
  • Vanguard ESG US Stock ETF made up 0.04% of Parallel Advisors's portfolio in Q1 2026, its #301 holding.
  • Parallel Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 28 quarters since.
  • Parallel Advisors's Vanguard ESG US Stock ETF position peaked at $18.2M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.