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Private Advisor Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Private Advisor 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 		$3.78M Buy
33,699
+1,502
+5% +$178K 0.02% 755
2025
Q4 		$3.89M Sell
32,197
-5,680
-15% -$681K 0.02% 728
2025
Q3 		$4.49M Buy
37,877
+798
+2% +$90.8K 0.02% 665
2025
Q2 		$4.07M Sell
37,079
-875
-2% -$88.2K 0.02% 656
2025
Q1 		$3.72M Buy
37,954
+4,230
+13% +$442K 0.02% 635
2024
Q4 		$3.54M Buy
33,724
+12,375
+58% +$1.3M 0.02% 647
2024
Q3 		$2.17M Buy
21,349
+6,161
+41% +$604K 0.01% 839
2024
Q2 		$1.47M Buy
15,188
+81
+0.5% +$7.51K 0.01% 1003
2024
Q1 		$1.41M Sell
15,107
-3,513
-19% -$312K 0.01% 989
2023
Q4 		$1.58M Buy
18,620
+416
+2% +$32.8K 0.01% 874
2023
Q3 		$1.37M Buy
18,204
+3,124
+21% +$245K 0.01% 881
2023
Q2 		$1.2M Buy
15,080
+3,550
+31% +$261K 0.01% 961
2023
Q1 		$827K Buy
11,530
+698
+6% +$48.6K 0.01% 1090
2022
Q4 		$397K Sell
10,832
-462
-4% -$30.8K 0.02% 651
2022
Q3 		$711K Sell
11,294
-4,666
-29% -$328K 0.01% 1081
2022
Q2 		$1.06M Sell
15,960
-802
-5% -$57.9K 0.01% 1035
2022
Q1 		$1.36M Sell
16,762
-39,992
-70% -$3.22M 0.01% 959
2021
Q4 		$4.99M Buy
56,754
+41,289
+267% +$3.53M 0.04% 457
2021
Q3 		$1.24M Buy
15,465
+3,948
+34% +$325K 0.01% 1107
2021
Q2 		$921K Buy
11,517
+415
+4% +$32.2K 0.01% 1108
2021
Q1 		$819K Buy
11,102
+2,022
+22% +$146K 0.01% 1087
2020
Q4 		$637K Buy
+9,080
New +$599K 0.01% 1110

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

Private Advisor Group's ESGV Position: Q1 2026 in Review

Private Advisor Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.7% in Q1 2026, buying an estimated $178K and bringing the position to 33,699 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #755.

Private Advisor Group first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.99M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Private Advisor Group held 33,699 shares of Vanguard ESG US Stock ETF worth $3.78M as of Q1 2026.
  • Private Advisor Group bought 1,502 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $178K.
  • Vanguard ESG US Stock ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #755 holding.
  • Private Advisor Group first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Private Advisor Group's Vanguard ESG US Stock ETF position peaked at $4.99M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.