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Vise Technologies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vise Technologies’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 		$243K Hold
2,012
– – ﹤0.01% 1271
2025
Q4 		$243K Buy
+2,012
New +$241K ﹤0.01% 1281

Other funds holding ESGV

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Wealthfront Advisers
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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

Vise Technologies's ESGV Position: Q1 2026 in Review

Vise Technologies held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,012 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Vise Technologies first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Vise Technologies held 2,012 shares of Vanguard ESG US Stock ETF worth $243K as of Q1 2026.
  • Vise Technologies left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1271 holding.
  • Vise Technologies first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.