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United Capital Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

United Capital Financial Advisors’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 		$7.14M Buy
63,621
+172
+0.3% +$20.4K 0.04% 295
2025
Q4 		$7.67M Buy
63,449
+56,168
+771% +$6.74M 0.05% 286
2025
Q3 		$862K Sell
7,281
-245
-3% -$27.9K 0.01% 688
2025
Q2 		$825K Buy
7,526
+577
+8% +$58.2K 0.01% 648
2025
Q1 		$681K Hold
6,949
– – 0.01% 661
2024
Q4 		$729K Sell
6,949
-50
-0.7% -$5.25K 0.01% 628
2024
Q3 		$711K Sell
6,999
-1,237
-15% -$121K 0.01% 627
2024
Q2 		$796K Buy
8,236
+100
+1% +$9.27K 0.01% 584
2024
Q1 		$758K Sell
8,136
-799
-9% -$71K 0.01% 633
2023
Q4 		$760K Sell
8,935
-79
-0.9% -$6.23K 0.01% 620
2023
Q3 		$678K Sell
9,014
-1,518
-14% -$119K ﹤0.01% 584
2023
Q2 		$825K Sell
10,532
-14,462
-58% -$1.06M ﹤0.01% 587
2023
Q1 		$1.79M Buy
24,994
+27
+0.1% +$1.88K 0.01% 469
2022
Q4 		$1.64M Buy
24,967
+999
+4% +$66.6K 0.01% 517
2022
Q3 		$1.51M Buy
23,968
+2,343
+11% +$164K 0.01% 524
2022
Q2 		$1.44M Buy
21,625
+889
+4% +$64.2K 0.01% 556
2022
Q1 		$1.68M Buy
20,736
+176
+0.9% +$14.2K 0.01% 553
2021
Q4 		$1.81M Sell
20,560
-1,285
-6% -$110K 0.01% 557
2021
Q3 		$1.75M Buy
21,845
+3,004
+16% +$247K 0.01% 555
2021
Q2 		$1.51M Sell
18,841
-720
-4% -$55.9K 0.01% 596
2021
Q1 		$1.44M Buy
19,561
+2,630
+16% +$190K 0.01% 577
2020
Q4 		$1.19M Buy
16,931
+550
+3% +$36.3K 0.01% 633
2020
Q3 		$1.01M Buy
16,381
+217
+1% +$13.2K 0.01% 658
2020
Q2 		$911K Buy
16,164
+1,756
+12% +$92.3K 0.01% 690
2020
Q1 		$660K Buy
14,408
+2,521
+21% +$136K 0.01% 732
2019
Q4 		$672K Buy
11,887
+1,814
+18% +$98K ﹤0.01% 907
2019
Q3 		$523K Buy
+10,073
New +$521K ﹤0.01% 939

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

United Capital Financial Advisors's ESGV Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.27% in Q1 2026, buying an estimated $20.4K and bringing the position to 63,621 shares worth $7.14M. The position accounts for 0.04% of the portfolio, ranked #295.

United Capital Financial Advisors first reported a position in ESGV in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.67M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • United Capital Financial Advisors held 63,621 shares of Vanguard ESG US Stock ETF worth $7.14M as of Q1 2026.
  • United Capital Financial Advisors bought 172 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $20.4K.
  • Vanguard ESG US Stock ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #295 holding.
  • United Capital Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Vanguard ESG US Stock ETF position peaked at $7.67M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.