Sterling Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sterling Wealth 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	$497K	Sell	4,429 -388	-8%	-$46.1K	0.14%	63
2025 Q4	$583K	Buy	4,817 +7	+0.1%	+$840	0.17%	53
2025 Q3	$570K	Buy	4,810 +7	+0.1%	+$797	0.17%	55
2025 Q2	$527K	Buy	+4,803	New	+$484K	0.18%	56
2024 Q4	$482K	Buy	4,594 +7	+0.2%	+$734	0.18%	64
2024 Q3	$466K	Buy	4,587 +7	+0.2%	+$686	0.17%	66
2024 Q2	$442K	Buy	4,580 +9	+0.2%	+$834	0.21%	62
2024 Q1	$426K	Buy	4,571 +6	+0.1%	+$534	0.21%	61
2023 Q4	$388K	Buy	+4,565	New	+$360K	0.22%	61

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

Sterling Wealth Management's ESGV Position: Q1 2026 in Review

Sterling Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.1% in Q1 2026, selling an estimated $46.1K and leaving 4,429 shares worth $497K. The position accounts for 0.14% of the portfolio, ranked #63.

Sterling Wealth Management first reported a position in ESGV in Q4 2023 and has held it in 9 quarters since. The position peaked at $583K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Sterling Wealth Management held 4,429 shares of Vanguard ESG US Stock ETF worth $497K as of Q1 2026.
Sterling Wealth Management sold 388 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $46.1K.
Vanguard ESG US Stock ETF made up 0.14% of Sterling Wealth Management's portfolio in Q1 2026, its #63 holding.
Sterling Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard ESG US Stock ETF position peaked at $583K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.