Winthrop Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Winthrop Capital Management’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	$91K	Hold	814	–	–	0.02%	157
2025 Q4	$98K	Sell	814 -115	-12%	-$13.8K	0.02%	158
2025 Q3	$110K	Hold	929	–	–	0.03%	140
2025 Q2	$102K	Hold	929	–	–	0.03%	151
2025 Q1	$91K	Hold	929	–	–	0.03%	142
2024 Q4	$98K	Buy	+929	New	+$97.5K	0.03%	149
2024 Q1	–	Sell	-929	Closed	-$79K	–	193
2023 Q4	$79K	Buy	+929	New	+$73.2K	0.03%	152

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

Winthrop Capital Management's ESGV Position: Q1 2026 in Review

Winthrop Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 814 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #157.

Winthrop Capital Management first reported a position in ESGV in Q4 2023 and has held it in 7 quarters since. The position peaked at $110K in Q3 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Winthrop Capital Management held 814 shares of Vanguard ESG US Stock ETF worth $91K as of Q1 2026.
Winthrop Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #157 holding.
Winthrop Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Vanguard ESG US Stock ETF position peaked at $110K in Q3 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.