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

Per Stirling 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	$527K	Buy	4,693 +983	+26%	+$117K	0.06%	194
2025 Q4	$449K	Hold	3,710	–	–	0.05%	194
2025 Q3	$439K	Hold	3,710	–	–	0.05%	193
2025 Q2	$407K	Sell	3,710 -120	-3%	-$12.1K	0.05%	188
2025 Q1	$375K	Hold	3,830	–	–	0.05%	192
2024 Q4	$402K	Sell	3,830 -1,150	-23%	-$121K	0.06%	187
2024 Q3	$506K	Sell	4,980 -161	-3%	-$15.8K	0.07%	178
2024 Q2	$497K	Buy	5,141 +4	+0.1%	+$371	0.08%	156
2024 Q1	$479K	Buy	+5,137	New	+$457K	0.08%	146

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

Per Stirling Capital Management's ESGV Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 26% in Q1 2026, buying an estimated $117K and bringing the position to 4,693 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #194.

Per Stirling Capital Management first reported a position in ESGV in Q1 2024 and has held it in 9 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Per Stirling Capital Management held 4,693 shares of Vanguard ESG US Stock ETF worth $527K as of Q1 2026.
Per Stirling Capital Management bought 983 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $117K.
Vanguard ESG US Stock ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q1 2026, its #194 holding.
Per Stirling Capital Management first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 9 quarters since.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.