Wedbush Securities
ESGV icon

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
Q3 		$1.04M Sell
7,671
-597
-7% -$80.3K 0.03% 464
2026
Q2 		$1.09M Sell
8,268
-1,001
-11% -$128K 0.03% 448
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 		$1.12M 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% -$9.5K 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

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Creative Planning
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Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Wedbush Securities's ESGV Position: Q3 2026 in Review

Wedbush Securities reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.2% in Q3 2026, selling an estimated $80.3K and leaving 7,671 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #464.

Wedbush Securities first reported a position in ESGV in Q2 2020 and has held it in 26 quarters since. The position peaked at $12.3M in Q4 2021. 449 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Wedbush Securities held 7,671 shares of Vanguard ESG US Stock ETF worth $1.04M as of Q3 2026.
  • Wedbush Securities sold 597 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $80.3K.
  • Vanguard ESG US Stock ETF made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #464 holding.
  • Wedbush Securities first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 26 quarters since.
  • Wedbush Securities's Vanguard ESG US Stock ETF position peaked at $12.3M in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.