Stifel Financial
ESGV icon

Stifel Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stifel Financial’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 		$2.83M Buy
25,201
+634
+3% +$75.3K ﹤0.01% 1710
2025
Q4 		$2.97M Buy
24,567
+476
+2% +$57.1K ﹤0.01% 1650
2025
Q3 		$2.85M Buy
24,091
+2,239
+10% +$255K ﹤0.01% 1650
2025
Q2 		$2.4M Buy
21,852
+5,725
+35% +$577K ﹤0.01% 1720
2025
Q1 		$1.58M Buy
16,127
+626
+4% +$65.5K ﹤0.01% 1929
2024
Q4 		$1.63M Buy
15,501
+25
+0.2% +$2.62K ﹤0.01% 1929
2024
Q3 		$1.57M Buy
15,476
+1,030
+7% +$101K ﹤0.01% 1933
2024
Q2 		$1.4M Sell
14,446
-1,175
-8% -$109K ﹤0.01% 1964
2024
Q1 		$1.46M Buy
15,621
+2,016
+15% +$179K ﹤0.01% 1947
2023
Q4 		$1.16M Buy
13,605
+2,071
+18% +$163K ﹤0.01% 2049
2023
Q3 		$868K Sell
11,534
-995
-8% -$78.1K ﹤0.01% 2140
2023
Q2 		$982K Sell
12,529
-8,246
-40% -$607K ﹤0.01% 2092
2023
Q1 		$1.49M Buy
20,775
+10,145
+95% +$707K ﹤0.01% 1758
2022
Q4 		$700K Sell
10,630
-2,880
-21% -$192K ﹤0.01% 2275
2022
Q3 		$850K Buy
13,510
+941
+7% +$66K ﹤0.01% 2082
2022
Q2 		$835K Buy
12,569
+3,741
+42% +$270K ﹤0.01% 2132
2022
Q1 		$716K Buy
8,828
+498
+6% +$40K ﹤0.01% 2351
2021
Q4 		$732K Buy
8,330
+492
+6% +$42K ﹤0.01% 2350
2021
Q3 		$627K Buy
7,838
+494
+7% +$40.7K ﹤0.01% 2443
2021
Q2 		$587K Buy
7,344
+2,112
+40% +$164K ﹤0.01% 2488
2021
Q1 		$386K Buy
5,232
+1,305
+33% +$94.5K ﹤0.01% 2639
2020
Q4 		$275K Buy
+3,927
New +$259K ﹤0.01% 2646

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

Stifel Financial's ESGV Position: Q1 2026 in Review

Stifel Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.6% in Q1 2026, buying an estimated $75.3K and bringing the position to 25,201 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Stifel Financial first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.97M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Stifel Financial held 25,201 shares of Vanguard ESG US Stock ETF worth $2.83M as of Q1 2026.
  • Stifel Financial bought 634 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $75.3K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1710 holding.
  • Stifel Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's Vanguard ESG US Stock ETF position peaked at $2.97M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.