Sonoma Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sonoma Private Wealth’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	$505K	Buy	4,502 +1,994	+80%	+$237K	0.62%	44
2025 Q4	$303K	Hold	2,508	–	–	0.37%	60
2025 Q3	$297K	Sell	2,508 -340	-12%	-$38.7K	0.35%	58
2025 Q2	$312K	Hold	2,848	–	–	0.38%	59
2025 Q1	$279K	Sell	2,848 -123	-4%	-$12.9K	0.39%	60
2024 Q4	$312K	Hold	2,971	–	–	0.5%	62
2024 Q3	$302K	Hold	2,971	–	–	0.47%	74
2024 Q2	$287K	Buy	2,971 +1	+0%	+$93	0.47%	68
2024 Q1	$277K	Buy	2,970 +59	+2%	+$5.25K	0.45%	74
2023 Q4	$248K	Sell	2,911 -96	-3%	-$7.57K	0.41%	69
2023 Q3	$226K	Hold	3,007	–	–	0.41%	69
2023 Q2	$236K	Buy	3,007 +62	+2%	+$4.57K	0.41%	72
2023 Q1	$211K	Buy	+2,945	New	+$205K	0.42%	66

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

Sonoma Private Wealth's ESGV Position: Q1 2026 in Review

Sonoma Private Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 80% in Q1 2026, buying an estimated $237K and bringing the position to 4,502 shares worth $505K. The position accounts for 0.62% of the portfolio, ranked #44.

Sonoma Private Wealth first reported a position in ESGV in Q1 2023 and has held it in 13 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Sonoma Private Wealth held 4,502 shares of Vanguard ESG US Stock ETF worth $505K as of Q1 2026.
Sonoma Private Wealth bought 1,994 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $237K.
Vanguard ESG US Stock ETF made up 0.62% of Sonoma Private Wealth's portfolio in Q1 2026, its #44 holding.
Sonoma Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 13 quarters since.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.