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ESGV icon

Apexium Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Apexium Financial’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
2025
Q3 		$6.67M Sell
56,326
-546
-1% -$62.2K 0.32% 46
2025
Q2 		$6.24M Sell
56,872
-2,307
-4% -$233K 0.33% 46
2025
Q1 		$5.8M Buy
59,179
+120
+0.2% +$12.5K 0.35% 46
2024
Q4 		$6.19M Buy
59,059
+641
+1% +$67.3K 0.38% 37
2024
Q3 		$5.94M Sell
58,418
-262
-0.4% -$25.7K 0.39% 37
2024
Q2 		$5.67M Sell
58,680
-126
-0.2% -$11.7K 0.41% 34
2024
Q1 		$5.48M Sell
58,806
-6,764
-10% -$601K 0.42% 34
2023
Q4 		$5.58M Buy
65,570
+492
+0.8% +$38.8K 0.4% 36
2023
Q3 		$4.9M Buy
65,078
+112
+0.2% +$8.79K 0.49% 31
2023
Q2 		$5.09M Buy
64,966
+1,767
+3% +$130K 0.45% 30
2023
Q1 		$4.53M Sell
63,199
-1,643
-3% -$114K 0.44% 29
2022
Q4 		$4.27M Buy
64,842
+51,934
+402% +$3.46M 0.44% 28
2022
Q3 		$812K Buy
+12,908
New +$906K 0.1% 86

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Apexium Financial's ESGV Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.96% in Q3 2025, selling an estimated $62.2K and leaving 56,326 shares worth $6.67M. The position accounts for 0.32% of the portfolio, ranked #46.

Apexium Financial first reported a position in ESGV in Q3 2022 and has held it in 13 quarters since. 641 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Apexium Financial held 56,326 shares of Vanguard ESG US Stock ETF worth $6.67M as of Q3 2025.
  • Apexium Financial sold 546 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $62.2K.
  • Vanguard ESG US Stock ETF made up 0.32% of Apexium Financial's portfolio in Q3 2025, its #46 holding.
  • Apexium Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 13 quarters since.
  • 641 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.