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Wedbush Securities’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wedbush Securities’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 		$1.04M Sell
9,269
-781
-8% -$92.8K 0.03% 438
2025
Q4 		$1.22M Sell
10,050
-1,149
-10% -$138K 0.04% 387
2025
Q3 		$1.33M Buy
11,199
+937
+9% +$107K 0.04% 340
2025
Q2 		$1.13M Sell
10,262
-889
-8% -$89.6K 0.04% 384
2025
Q1 		$1.09M Sell
11,151
-180
-2% -$18.8K 0.04% 369
2024
Q4 		$1.19M Sell
11,331
-91
-0.8% -$9.55K 0.04% 332
2024
Q3 		$1.16M Sell
11,422
-1,640
-13% -$161K 0.04% 330
2024
Q2 		$1.26M Buy
13,062
+251
+2% +$23.3K 0.05% 307
2024
Q1 		$1.19M Sell
12,811
-668
-5% -$59.4K 0.04% 324
2023
Q4 		$1.15M Sell
13,479
-425
-3% -$33.5K 0.05% 297
2023
Q3 		$1.05M Buy
13,904
+793
+6% +$62.2K 0.05% 298
2023
Q2 		$1.03M Sell
13,111
-126
-1% -$9.28K 0.05% 318
2023
Q1 		$949K Buy
13,237
+1,455
+12% +$101K 0.05% 334
2022
Q4 		$776K Buy
11,782
+504
+4% +$33.6K 0.04% 374
2022
Q3 		$710K Sell
11,278
-62,272
-85% -$4.37M 0.04% 386
2022
Q2 		$4.88M Sell
73,550
-39,680
-35% -$2.87M 0.27% 57
2022
Q1 		$9.18M Sell
113,230
-26,363
-19% -$2.12M 0.42% 33
2021
Q4 		$12.3M Buy
139,593
+5,472
+4% +$467K 0.53% 24
2021
Q3 		$10.7M Buy
134,121
+7,502
+6% +$618K 0.51% 25
2021
Q2 		$10.1M Sell
126,619
-1,094
-0.9% -$84.9K 0.48% 26
2021
Q1 		$9.42M Buy
127,713
+14,574
+13% +$1.06M 0.52% 25
2020
Q4 		$7.94M Sell
113,139
-6,834
-6% -$451K 0.7% 18
2020
Q3 		$7.42M Sell
119,973
-7,227
-6% -$439K 0.71% 19
2020
Q2 		$7.17M Buy
+127,200
New +$6.69M 0.68% 22

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

Wedbush Securities's ESGV Position: Q1 2026 in Review

Wedbush Securities reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.8% in Q1 2026, selling an estimated $92.8K and leaving 9,269 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #438.

Wedbush Securities first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Wedbush Securities held 9,269 shares of Vanguard ESG US Stock ETF worth $1.04M as of Q1 2026.
  • Wedbush Securities sold 781 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $92.8K.
  • Vanguard ESG US Stock ETF made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #438 holding.
  • Wedbush Securities first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Wedbush Securities's Vanguard ESG US Stock ETF position peaked at $12.3M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.