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Parsons Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Parsons Capital 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 		$385K Buy
3,432
+138
+4% +$16.4K 0.02% 376
2025
Q4 		$398K Buy
3,294
+139
+4% +$16.7K 0.02% 354
2025
Q3 		$374K Sell
3,155
-455
-13% -$51.8K 0.02% 357
2025
Q2 		$396K Hold
3,610
– – 0.02% 336
2025
Q1 		$354K Sell
3,610
-100
-3% -$10.5K 0.02% 346
2024
Q4 		$389K Sell
3,710
-85
-2% -$8.92K 0.02% 345
2024
Q3 		$386K Buy
3,795
+60
+2% +$5.88K 0.02% 345
2024
Q2 		$361K Buy
3,735
+455
+14% +$42.2K 0.02% 348
2024
Q1 		$306K Buy
3,280
+200
+6% +$17.8K 0.02% 375
2023
Q4 		$262K Buy
3,080
+135
+5% +$10.6K 0.02% 389
2023
Q3 		$222K Buy
2,945
+40
+1% +$3.14K 0.02% 392
2023
Q2 		$228K Hold
2,905
– – 0.02% 396
2023
Q1 		$208K Buy
+2,905
New +$202K 0.02% 405
2022
Q4 		– Sell
-6,741
Closed -$424K – 419
2022
Q3 		$424K Sell
6,741
-450
-6% -$31.6K 0.04% 296
2022
Q2 		$477K Sell
7,191
-990
-12% -$71.5K 0.04% 283
2022
Q1 		$663K Sell
8,181
-55
-0.7% -$4.42K 0.05% 262
2021
Q4 		$724K Sell
8,236
-150
-2% -$12.8K 0.05% 260
2021
Q3 		$671K Sell
8,386
-15
-0.2% -$1.24K 0.05% 259
2021
Q2 		$672K Buy
8,401
+235
+3% +$18.2K 0.05% 255
2021
Q1 		$602K Buy
8,166
+230
+3% +$16.7K 0.05% 251
2020
Q4 		$557K Buy
+7,936
New +$524K 0.05% 251

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

Parsons Capital Management's ESGV Position: Q1 2026 in Review

Parsons Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.2% in Q1 2026, buying an estimated $16.4K and bringing the position to 3,432 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #376.

Parsons Capital Management first reported a position in ESGV in Q4 2020 and has held it in 21 quarters since. The position peaked at $724K in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Parsons Capital Management held 3,432 shares of Vanguard ESG US Stock ETF worth $385K as of Q1 2026.
  • Parsons Capital Management bought 138 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $16.4K.
  • Vanguard ESG US Stock ETF made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #376 holding.
  • Parsons Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • Parsons Capital Management's Vanguard ESG US Stock ETF position peaked at $724K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.