Summit Wealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Summit Wealth Group’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	$2.15M	Sell	19,193 -622	-3%	-$73.9K	0.49%	37
2025 Q4	$2.4M	Hold	19,815	–	–	0.56%	34
2025 Q3	$2.35M	Sell	19,815 -1,032	-5%	-$117K	0.57%	34
2025 Q2	$2.29M	Buy	20,847 +590	+3%	+$59.5K	0.59%	34
2025 Q1	$1.98M	Hold	20,257	–	–	0.58%	31
2024 Q4	$2.13M	Sell	20,257 -3,811	-16%	-$400K	0.62%	31
2024 Q3	$2.45M	Hold	24,068	–	–	0.71%	29
2024 Q2	$2.33M	Buy	+24,068	New	+$2.23M	0.7%	27
2023 Q3	–	Sell	-24,011	Closed	-$1.88M	–	47
2023 Q2	$1.88M	Sell	24,011 -351,176	-94%	-$25.9M	0.76%	23
2023 Q1	$5K	Buy	+375,187	New	+$26.1M	0.12%	52

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

Summit Wealth Group's ESGV Position: Q1 2026 in Review

Summit Wealth Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.1% in Q1 2026, selling an estimated $73.9K and leaving 19,193 shares worth $2.15M. The position accounts for 0.49% of the portfolio, ranked #37.

Summit Wealth Group first reported a position in ESGV in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.45M in Q3 2024. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Summit Wealth Group held 19,193 shares of Vanguard ESG US Stock ETF worth $2.15M as of Q1 2026.
Summit Wealth Group sold 622 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $73.9K.
Vanguard ESG US Stock ETF made up 0.49% of Summit Wealth Group's portfolio in Q1 2026, its #37 holding.
Summit Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's Vanguard ESG US Stock ETF position peaked at $2.45M in Q3 2024.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.