Stratos Wealth Partners
ESGV icon

Stratos Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stratos Wealth Partners’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
Q3 		$1.38M Buy
10,177
+68
+0.7% +$9.15K 0.01% 733
2026
Q2 		$1.34M Buy
10,109
+256
+3% +$32.6K 0.01% 739
2026
Q1 		$1.11M Buy
9,853
+1,159
+13% +$138K 0.01% 757
2025
Q4 		$1.05M Sell
8,694
-92
-1% -$11K 0.01% 750
2025
Q3 		$1.04M Sell
8,786
-96
-1% -$10.9K 0.01% 732
2025
Q2 		$974K Buy
8,882
+422
+5% +$42.5K 0.01% 698
2025
Q1 		$829K Sell
8,460
-1,684
-17% -$176K 0.01% 728
2024
Q4 		$1.06M Sell
10,144
-516
-5% -$54.1K 0.02% 678
2024
Q3 		$1.08M Buy
10,660
+455
+4% +$44.6K 0.02% 649
2024
Q2 		$986K Sell
10,205
-2,409
-19% -$223K 0.02% 651
2024
Q1 		$1.18M Sell
12,614
-79
-0.6% -$7.02K 0.02% 593
2023
Q4 		$1.08M Sell
12,693
-1,123
-8% -$88.5K 0.02% 598
2023
Q3 		$1.04M Sell
13,816
-37
-0.3% -$2.9K 0.02% 561
2023
Q2 		$1.09M Sell
13,853
-1,106
-7% -$81.4K 0.02% 508
2023
Q1 		$1.07M Buy
14,959
+7,044
+89% +$491K 0.03% 467
2022
Q4 		$521K Buy
7,915
+284
+4% +$18.9K 0.01% 724
2022
Q3 		$480K Buy
7,631
+413
+6% +$29K 0.01% 699
2022
Q2 		$479K Buy
7,218
+3,727
+107% +$269K 0.01% 744
2022
Q1 		$283K Buy
3,491
+955
+38% +$76.8K 0.01% 1008
2021
Q4 		$223K Buy
+2,536
New +$217K ﹤0.01% 1126

Other funds holding ESGV

Vanguard Advisers Inc
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Stratos Wealth Partners's ESGV Position: Q3 2026 in Review

Stratos Wealth Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.67% in Q3 2026, buying an estimated $9.15K and bringing the position to 10,177 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #733.

Stratos Wealth Partners first reported a position in ESGV in Q4 2021 and has held it in 20 quarters since. 613 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Stratos Wealth Partners held 10,177 shares of Vanguard ESG US Stock ETF worth $1.38M as of Q3 2026.
  • Stratos Wealth Partners bought 68 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $9.15K.
  • Vanguard ESG US Stock ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #733 holding.
  • Stratos Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • 613 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.