Pinnacle Associates
ESGV icon

Pinnacle Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pinnacle Associates’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
Q3 		$508K Buy
3,750
+317
+9% +$42.7K 0.01% 673
2026
Q2 		$454K Buy
3,433
+3
+0.1% +$383 0.01% 718
2026
Q1 		$385K Sell
3,430
-148
-4% -$17.6K ﹤0.01% 720
2025
Q4 		$433K Hold
3,578
– – 0.01% 687
2025
Q3 		$424K Sell
3,578
-1,450
-29% -$165K 0.01% 677
2025
Q2 		$551K Sell
5,028
-616
-11% -$62.1K 0.01% 615
2025
Q1 		$553K Buy
5,644
+550
+11% +$57.5K 0.01% 595
2024
Q4 		$534K Buy
5,094
+421
+9% +$44.2K 0.01% 590
2024
Q3 		$397K Sell
4,673
-331
-7% -$32.4K 0.01% 618
2024
Q2 		$483K Buy
5,004
+179
+4% +$16.6K 0.01% 591
2024
Q1 		$450K Buy
4,825
+152
+3% +$13.5K 0.01% 606
2023
Q4 		$397K Buy
4,673
+113
+2% +$8.91K 0.01% 626
2023
Q3 		$343K Buy
4,560
+41
+0.9% +$3.22K 0.01% 637
2023
Q2 		$354K Buy
4,519
+1
+0% +$74 0.01% 640
2023
Q1 		$324K Sell
4,518
-8
-0.2% -$557 0.01% 606
2022
Q4 		$298K Sell
4,526
-118
-3% -$7.87K 0.01% 609
2022
Q3 		$292K Sell
4,644
-993
-18% -$69.7K 0.01% 601
2022
Q2 		$374K Buy
5,637
+76
+1% +$5.49K 0.01% 562
2022
Q1 		$451K Buy
5,561
+2,170
+64% +$174K 0.01% 584
2021
Q4 		$298K Buy
+3,391
New +$290K 0.01% 668

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

Pinnacle Associates's ESGV Position: Q3 2026 in Review

Pinnacle Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 9.2% in Q3 2026, buying an estimated $42.7K and bringing the position to 3,750 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #673.

Pinnacle Associates first reported a position in ESGV in Q4 2021 and has held it in 20 quarters since. The position peaked at $553K in Q1 2025. 509 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Pinnacle Associates held 3,750 shares of Vanguard ESG US Stock ETF worth $508K as of Q3 2026.
  • Pinnacle Associates bought 317 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $42.7K.
  • Vanguard ESG US Stock ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #673 holding.
  • Pinnacle Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • Pinnacle Associates's Vanguard ESG US Stock ETF position peaked at $553K in Q1 2025.
  • 509 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.