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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
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% -$7.03K 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

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

Stratos Wealth Partners's ESGV Position: Q1 2026 in Review

Stratos Wealth Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 13% in Q1 2026, buying an estimated $138K and bringing the position to 9,853 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #757.

Stratos Wealth Partners first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Stratos Wealth Partners held 9,853 shares of Vanguard ESG US Stock ETF worth $1.11M as of Q1 2026.
  • Stratos Wealth Partners bought 1,159 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $138K.
  • Vanguard ESG US Stock ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #757 holding.
  • Stratos Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Vanguard ESG US Stock ETF position peaked at $1.18M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.