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

Wealth Management Strategies’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 		$446K Buy
3,975
+102
+3% +$12.1K 0.2% 24
2025
Q4 		$469K Buy
3,873
+800
+26% +$96K 0.22% 23
2025
Q3 		$364K Buy
+3,073
New +$350K 0.18% 28
2025
Q1 		$286K Buy
2,919
+93
+3% +$9.72K 0.19% 29
2024
Q4 		$2.96K Buy
+2,826
New +$297K 0.23% 28

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

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

Wealth Management Strategies increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.6% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,975 shares worth $446K. The position accounts for 0.2% of the portfolio, ranked #24.

Wealth Management Strategies first reported a position in ESGV in Q4 2024 and has held it in 5 quarters since. The position peaked at $469K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Wealth Management Strategies held 3,975 shares of Vanguard ESG US Stock ETF worth $446K as of Q1 2026.
  • Wealth Management Strategies bought 102 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $12.1K.
  • Vanguard ESG US Stock ETF made up 0.2% of Wealth Management Strategies's portfolio in Q1 2026, its #24 holding.
  • Wealth Management Strategies first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Vanguard ESG US Stock ETF position peaked at $469K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.