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Aspiriant LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Aspiriant LLC’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
2023
Q1 		– Sell
-9,950
Closed -$655K – 282
2022
Q4 		$655K Buy
9,950
+4,595
+86% +$307K 0.03% 158
2022
Q3 		$337K Buy
+5,355
New +$376K 0.02% 197

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's ESGV Position: Q1 2023 in Review

Aspiriant LLC sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 9,950 shares — an estimated $655K sold.

Aspiriant LLC first reported a position in ESGV in Q3 2022 and held it in 2 quarters. The position peaked at $655K in Q4 2022. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Aspiriant LLC reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Aspiriant LLC sold 9,950 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $655K.
  • Aspiriant LLC first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 2 quarters.
  • Aspiriant LLC's Vanguard ESG US Stock ETF position peaked at $655K in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Aspiriant LLC's 13F filing for Q1 2023, filed 27 Apr 2023.