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Pinnacle Wealth Management Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pinnacle Wealth Management Advisory 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 		$414K Buy
3,133
+144
+5% +$18.4K 0.02% 332
2026
Q1 		$336K Hold
2,989
– – 0.02% 374
2025
Q4 		$362K Hold
2,989
– – 0.02% 346
2025
Q3 		$354K Sell
2,989
-1,451
-33% -$165K 0.03% 280
2025
Q2 		$487K Sell
4,440
-96
-2% -$9.68K 0.04% 224
2025
Q1 		$444K Buy
4,536
+548
+14% +$57.3K 0.04% 224
2024
Q4 		$418K Buy
3,988
+87
+2% +$9.13K 0.04% 228
2024
Q3 		$397K Hold
3,901
– – 0.04% 234
2024
Q2 		$377K Buy
3,901
+177
+5% +$16.4K 0.04% 235
2024
Q1 		$347K Hold
3,724
– – 0.04% 234
2023
Q4 		$317K Buy
3,724
+100
+3% +$7.88K 0.04% 234
2023
Q3 		$273K Buy
3,624
+39
+1% +$3.06K 0.04% 248
2023
Q2 		$281K Hold
3,585
– – 0.03% 247
2023
Q1 		$257K Hold
3,585
– – 0.03% 258
2022
Q4 		$236K Sell
3,585
-125
-3% -$8.34K 0.04% 260
2022
Q3 		$233K Sell
3,710
-1,000
-21% -$70.2K 0.04% 237
2022
Q2 		$313K Buy
4,710
+50
+1% +$3.61K 0.05% 219
2022
Q1 		$378K Buy
4,660
+1,585
+52% +$127K 0.05% 207
2021
Q4 		$270K Buy
+3,075
New +$263K 0.04% 224

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 Wealth Management Advisory Group's ESGV Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,133 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #332.

Pinnacle Wealth Management Advisory Group first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $487K in Q2 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 3,133 shares of Vanguard ESG US Stock ETF worth $414K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 144 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard ESG US Stock ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #332 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Vanguard ESG US Stock ETF position peaked at $487K in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.