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5th Street Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

5th Street Advisors’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
2024
Q4 		– Sell
-2,278
Closed -$232K – 31
2024
Q3 		$232K Sell
2,278
-31
-1% -$3.04K 0.11% 36
2024
Q2 		$223K Hold
2,309
– – 0.12% 28
2024
Q1 		$215K Sell
2,309
-484
-17% -$43K 0.12% 26
2023
Q4 		$238K Buy
+2,793
New +$220K 0.15% 22
2023
Q3 		– Sell
-4,317
Closed -$338K – 23
2023
Q2 		$338K Buy
4,317
+140
+3% +$10.3K 0.24% 18
2023
Q1 		$300K Buy
+4,177
New +$291K 0.23% 18

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

5th Street Advisors's ESGV Position: Q4 2024 in Review

5th Street Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 2,278 shares — an estimated $232K sold.

5th Street Advisors first reported a position in ESGV in Q1 2023 and held it in 6 quarters. The position peaked at $338K in Q2 2023. 590 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • 5th Street Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • 5th Street Advisors sold 2,278 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $232K.
  • 5th Street Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 6 quarters.
  • 5th Street Advisors's Vanguard ESG US Stock ETF position peaked at $338K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on 5th Street Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.