WealthCollab’s Vanguard ESG US Stock ETF ESGV Stock Holding History

WealthCollab’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	$1.84M	Buy	16,380 +127	+0.8%	+$15.1K	0.76%	26
2025 Q4	$1.97M	Sell	16,253 -1,462	-8%	-$175K	0.8%	28
2025 Q3	$2.1M	Hold	17,715	–	–	0.96%	26
2025 Q2	$1.94M	Buy	17,715 +1	+0%	+$101	1.09%	25
2025 Q1	$1.74M	Buy	17,714 +505	+3%	+$52.8K	1.07%	23
2024 Q4	$1.81M	Buy	17,209 +188	+1%	+$19.7K	1.15%	23
2024 Q3	$1.73M	Buy	17,021 +649	+4%	+$63.6K	1.13%	22
2024 Q2	$1.58M	Buy	16,372 +391	+2%	+$36.2K	1.14%	23
2024 Q1	$1.49M	Hold	15,981	–	–	1.1%	22
2023 Q4	$1.36M	Buy	+15,981	New	+$1.26M	1.06%	21

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthCollab's ESGV Position: Q1 2026 in Review

WealthCollab increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.78% in Q1 2026, buying an estimated $15.1K and bringing the position to 16,380 shares worth $1.84M. The position accounts for 0.76% of the portfolio, ranked #26.

WealthCollab first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

WealthCollab held 16,380 shares of Vanguard ESG US Stock ETF worth $1.84M as of Q1 2026.
WealthCollab bought 127 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $15.1K.
Vanguard ESG US Stock ETF made up 0.76% of WealthCollab's portfolio in Q1 2026, its #26 holding.
WealthCollab first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Vanguard ESG US Stock ETF position peaked at $2.1M in Q3 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.