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Topel & Distasi Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Topel & Distasi 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 		$2.83M Sell
25,198
-1,536
-6% -$182K 1.46% 21
2025
Q4 		$3.23M Sell
26,734
-1,204
-4% -$144K 1.58% 21
2025
Q3 		$3.31M Sell
27,938
-158
-0.6% -$18K 1.63% 20
2025
Q2 		$3.08M Buy
28,096
+924
+3% +$93.1K 1.61% 20
2025
Q1 		$2.66M Buy
27,172
+2,507
+10% +$262K 1.24% 24
2024
Q4 		$2.59M Sell
24,665
-226
-0.9% -$23.7K 1.11% 27
2024
Q3 		$2.53M Buy
24,891
+565
+2% +$55.4K 1.05% 28
2024
Q2 		$2.35M Sell
24,326
-65
-0.3% -$6.03K 1.03% 30
2024
Q1 		$2.27M Sell
24,391
-48
-0.2% -$4.27K 1.01% 30
2023
Q4 		$2.08M Sell
24,439
-206
-0.8% -$16.2K 0.99% 29
2023
Q3 		$1.85M Sell
24,645
-690
-3% -$54.1K 0.97% 31
2023
Q2 		$1.98M Buy
25,335
+94
+0.4% +$6.92K 1% 30
2023
Q1 		$1.81M Buy
25,241
+6,295
+33% +$439K 0.94% 31
2022
Q4 		$1.25M Buy
18,946
+756
+4% +$50.4K 0.7% 35
2022
Q3 		$1.25M Sell
18,190
-1,054
-5% -$74K 0.69% 36
2022
Q2 		$1.28M Buy
19,244
+40
+0.2% +$2.89K 0.74% 34
2022
Q1 		$1.56M Buy
19,204
+1,244
+7% +$100K 0.65% 40
2021
Q4 		$1.58M Buy
+17,960
New +$1.53M 0.64% 41

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

Topel & Distasi Wealth Management's ESGV Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 5.7% in Q1 2026, selling an estimated $182K and leaving 25,198 shares worth $2.83M. The position accounts for 1.46% of the portfolio, ranked #21.

Topel & Distasi Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.31M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Topel & Distasi Wealth Management held 25,198 shares of Vanguard ESG US Stock ETF worth $2.83M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 1,536 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $182K.
  • Vanguard ESG US Stock ETF made up 1.46% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's Vanguard ESG US Stock ETF position peaked at $3.31M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.