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Sentinel Pension Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sentinel Pension Advisors’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
2025
Q2 		– Sell
-4,088
Closed -$400K – 123
2025
Q1 		$400K Hold
4,088
– – 0.07% 85
2024
Q4 		$429K Buy
4,088
+104
+3% +$10.9K 0.08% 78
2024
Q3 		$405K Hold
3,984
– – 0.08% 83
2024
Q2 		$385K Buy
3,984
+497
+14% +$46.1K 0.08% 83
2024
Q1 		$325K Buy
3,487
+1
+0% +$89 0.07% 78
2023
Q4 		$297K Hold
3,486
– – 0.07% 82
2023
Q3 		$262K Hold
3,486
– – 0.06% 86
2023
Q2 		$273K Sell
3,486
-71
-2% -$5.23K 0.07% 81
2023
Q1 		$252K Hold
3,557
– – 0.06% 81
2022
Q4 		$234K Sell
3,557
-145
-4% -$9.67K 0.07% 75
2022
Q3 		$233K Buy
3,702
+660
+22% +$46.3K 0.08% 75
2022
Q2 		$202K Buy
3,042
+333
+12% +$24K 0.07% 84
2022
Q1 		$220K Buy
2,709
+52
+2% +$4.18K 0.07% 81
2021
Q4 		$234K Buy
+2,657
New +$227K 0.07% 88

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sentinel Pension Advisors's ESGV Position: Q2 2025 in Review

Sentinel Pension Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 4,088 shares — an estimated $400K sold.

Sentinel Pension Advisors first reported a position in ESGV in Q4 2021 and held it in 14 quarters. The position peaked at $429K in Q4 2024. 623 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Sentinel Pension Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Sentinel Pension Advisors sold 4,088 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $400K.
  • Sentinel Pension Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 14 quarters.
  • Sentinel Pension Advisors's Vanguard ESG US Stock ETF position peaked at $429K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Sentinel Pension Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.