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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ESGV Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,989 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #374.

Pinnacle Wealth Management Advisory Group first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $487K in Q2 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,989 shares of Vanguard ESG US Stock ETF worth $336K as of Q1 2026.
Pinnacle Wealth Management Advisory Group left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #374 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard ESG US Stock ETF position peaked at $487K in Q2 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.