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
Q2 		$587K Buy
4,439
+22
+0.5% +$2.81K 0.14% 68
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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Pinnacle Financial Group's ESGV Position: Q2 2026 in Review

Pinnacle Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.5% in Q2 2026, buying an estimated $2.81K and bringing the position to 4,439 shares worth $587K. 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 19 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Pinnacle Financial Group held 4,439 shares of Vanguard ESG US Stock ETF worth $587K as of Q2 2026.
  • Pinnacle Financial Group bought 22 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.81K.
  • Vanguard ESG US Stock ETF made up 0.14% of Pinnacle Financial Group's portfolio in Q2 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 19 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.