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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
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

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

Pinnacle Associates's ESGV Position: Q1 2026 in Review

Pinnacle Associates reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.1% in Q1 2026, selling an estimated $17.6K and leaving 3,430 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Pinnacle Associates first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $553K in Q1 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Pinnacle Associates held 3,430 shares of Vanguard ESG US Stock ETF worth $385K as of Q1 2026.
  • Pinnacle Associates sold 148 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $17.6K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #720 holding.
  • Pinnacle Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Associates's Vanguard ESG US Stock ETF position peaked at $553K in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.