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Tradition Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tradition 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 		$866K Buy
7,715
+56
+0.7% +$6.65K 0.06% 214
2025
Q4 		$926K Sell
7,659
-74
-1% -$8.88K 0.07% 198
2025
Q3 		$916K Sell
7,733
-28
-0.4% -$3.19K 0.07% 197
2025
Q2 		$851K Sell
7,761
-80
-1% -$8.06K 0.07% 199
2025
Q1 		$768K Sell
7,841
-11,913
-60% -$1.25M 0.07% 195
2024
Q4 		$2.07M Buy
19,754
+4,541
+30% +$476K 0.18% 108
2024
Q3 		$1.55M Buy
15,213
+32
+0.2% +$3.14K 0.14% 130
2024
Q2 		$1.47M Buy
15,181
+6,009
+66% +$557K 0.14% 126
2024
Q1 		$855K Buy
9,172
+3,843
+72% +$342K 0.09% 160
2023
Q4 		$453K Sell
5,329
-7
-0.1% -$552 0.05% 211
2023
Q3 		$401K Buy
5,336
+56
+1% +$4.39K 0.05% 211
2023
Q2 		$414K Sell
5,280
-1,537
-23% -$113K 0.05% 202
2023
Q1 		$489K Buy
6,817
+402
+6% +$28K 0.06% 174
2022
Q4 		$422K Buy
6,415
+637
+11% +$42.5K 0.06% 179
2022
Q3 		$363K Buy
5,778
+105
+2% +$7.37K 0.05% 188
2022
Q2 		$377K Buy
5,673
+241
+4% +$17.4K 0.05% 187
2022
Q1 		$440K Buy
5,432
+920
+20% +$74K 0.06% 206
2021
Q4 		$397K Buy
4,512
+3,725
+473% +$318K 0.05% 208
2021
Q3 		$63K Buy
787
+188
+31% +$15.5K 0.01% 449
2021
Q2 		$48K Buy
+599
New +$46.5K 0.01% 539

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

Tradition Wealth Management's ESGV Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.73% in Q1 2026, buying an estimated $6.65K and bringing the position to 7,715 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #214.

Tradition Wealth Management first reported a position in ESGV in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.07M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Tradition Wealth Management held 7,715 shares of Vanguard ESG US Stock ETF worth $866K as of Q1 2026.
  • Tradition Wealth Management bought 56 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $6.65K.
  • Vanguard ESG US Stock ETF made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Tradition Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Vanguard ESG US Stock ETF position peaked at $2.07M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.