PFG
ESGV icon

Pinnacle Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pinnacle Financial Group’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 		$496K Sell
4,417
-54
-1% -$6.41K 0.14% 68
2025
Q4 		$541K Buy
4,471
+184
+4% +$22.1K 0.16% 63
2025
Q3 		$508K Buy
4,287
+3
+0.1% +$342 0.15% 62
2025
Q2 		$470K Buy
4,284
+4
+0.1% +$403 0.16% 58
2025
Q1 		$419K Buy
4,280
+4
+0.1% +$418 0.15% 62
2024
Q4 		$448K Buy
4,276
+4
+0.1% +$420 0.18% 55
2024
Q3 		$434K Buy
4,272
+5
+0.1% +$490 0.17% 54
2024
Q2 		$412K Buy
4,267
+4
+0.1% +$371 0.18% 51
2024
Q1 		$397K Sell
4,263
-269
-6% -$23.9K 0.17% 50
2023
Q4 		$385K Buy
4,532
+3
+0.1% +$236 0.2% 51
2023
Q3 		$341K Buy
4,529
+2
+0% +$157 0.2% 50
2023
Q2 		$355K Buy
4,527
+962
+27% +$70.8K 0.2% 51
2023
Q1 		$256K Buy
3,565
+5
+0.1% +$348 0.15% 56
2022
Q4 		$234K Buy
3,560
+59
+2% +$3.94K 0.17% 56
2022
Q3 		$220K Buy
3,501
+157
+5% +$11K 0.19% 51
2022
Q2 		$222K Sell
3,344
-958
-22% -$69.2K 0.19% 53
2022
Q1 		$349K Buy
4,302
+1
+0% +$80 0.28% 46
2021
Q4 		$378K Buy
+4,301
New +$367K 0.29% 42

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 Financial Group's ESGV Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q1 2026, selling an estimated $6.41K and leaving 4,417 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #68.

Pinnacle Financial Group first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $541K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Pinnacle Financial Group held 4,417 shares of Vanguard ESG US Stock ETF worth $496K as of Q1 2026.
  • Pinnacle Financial Group sold 54 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $6.41K.
  • Vanguard ESG US Stock ETF made up 0.14% of Pinnacle Financial Group's portfolio in Q1 2026, its #68 holding.
  • Pinnacle Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Group's Vanguard ESG US Stock ETF position peaked at $541K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.