Red Lighthouse Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Red Lighthouse Investment Management’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	–	Sell	-1,173	Closed	-$142K	–	94
2025 Q4	$142K	Hold	1,173	–	–	0.05%	64
2025 Q3	$139K	Hold	1,173	–	–	0.05%	84
2025 Q2	$129K	Sell	1,173 -403	-26%	-$40.6K	0.05%	84
2025 Q1	$147K	Buy	1,576 +403	+34%	+$42.1K	0.06%	72
2024 Q4	$123K	Hold	1,173	–	–	0.05%	82
2024 Q3	$119K	Sell	1,173 -403	-26%	-$39.5K	0.05%	81
2024 Q2	$152K	Hold	1,576	–	–	0.06%	72
2024 Q1	$147K	Hold	1,576	–	–	0.06%	72
2023 Q4	$134K	Buy	+1,576	New	+$124K	0.06%	73
2023 Q3	–	Sell	-1,576	Closed	-$123K	–	95
2023 Q2	$123K	Hold	1,576	–	–	0.06%	70
2023 Q1	$113K	Sell	1,576 -704	-31%	-$49.1K	0.05%	71
2022 Q4	$150K	Buy	+2,280	New	+$152K	0.08%	69

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Red Lighthouse Investment Management's ESGV Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,173 shares — an estimated $142K sold.

Red Lighthouse Investment Management first reported a position in ESGV in Q4 2022 and held it in 12 quarters. The position peaked at $152K in Q2 2024. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,173 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $142K.
Red Lighthouse Investment Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 12 quarters.
Red Lighthouse Investment Management's Vanguard ESG US Stock ETF position peaked at $152K in Q2 2024.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.