AG
ESGV icon

Advisor Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Advisor Group’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
2019
Q4 		$258K Buy
4,555
+1,504
+49% +$81.2K ﹤0.01% 2193
2019
Q3 		$158K Buy
3,051
+1,316
+76% +$68.1K ﹤0.01% 2511
2019
Q2 		$89K Buy
1,735
+1,697
+4,466% +$85.1K ﹤0.01% 2947
2019
Q1 		$2K Hold
38
– – ﹤0.01% 4945
2018
Q4 		$2K Buy
+38
New +$1.76K ﹤0.01% 4808

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Advisor Group's ESGV Position: Q4 2019 in Review

Advisor Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 49% in Q4 2019, buying an estimated $81.2K and bringing the position to 4,555 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Advisor Group first reported a position in ESGV in Q4 2018 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold ESGV as of Q4 2019.

  • Advisor Group held 4,555 shares of Vanguard ESG US Stock ETF worth $258K as of Q4 2019.
  • Advisor Group bought 1,504 Vanguard ESG US Stock ETF shares in Q4 2019, an estimated $81.2K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2193 holding.
  • Advisor Group first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.