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Atlantic Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atlantic Private Wealth’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
Q2 		$5.32M Sell
40,214
-2,875
-7% -$367K 3.26% 7
2026
Q1 		$4.84M Buy
43,089
+662
+2% +$78.6K 3.16% 8
2025
Q4 		$5.13M Sell
42,427
-164
-0.4% -$19.7K 3.28% 7
2025
Q3 		$5.04M Sell
42,591
-102
-0.2% -$11.6K 3.26% 8
2025
Q2 		$4.68M Buy
42,693
+4
+0% +$403 3.14% 6
2025
Q1 		$4.18M Hold
42,689
– – 3.09% 6
2024
Q4 		$4.48M Sell
42,689
-1,354
-3% -$142K 3.37% 6
2024
Q3 		$4.48M Sell
44,043
-6,621
-13% -$649K 3.39% 6
2024
Q2 		$4.9M Sell
50,664
-1,743
-3% -$162K 3.99% 6
2024
Q1 		$4.88M Sell
52,407
-158
-0.3% -$14K 4.06% 6
2023
Q4 		$4.47M Buy
52,565
+1
+0% +$79 3.99% 5
2023
Q3 		$3.95M Buy
52,564
+1
+0% +$78 3.99% 6
2023
Q2 		$4.12M Buy
52,563
+311
+0.6% +$22.9K 4.19% 6
2023
Q1 		$3.75M Buy
52,252
+3,610
+7% +$252K 3.94% 6
2022
Q4 		$3.2M Buy
48,642
+291
+0.6% +$19.4K 3.45% 7
2022
Q3 		$3.04M Hold
48,351
– – 3.41% 8
2022
Q2 		$3.21M Buy
48,351
+20,672
+75% +$1.49M 3.3% 8
2022
Q1 		$2.24M Hold
27,679
– – 2.12% 8
2021
Q4 		$2.43M Buy
+27,679
New +$2.36M 2.14% 10

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Atlantic Private Wealth's ESGV Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.7% in Q2 2026, selling an estimated $367K and leaving 40,214 shares worth $5.32M. The position accounts for 3.26% of the portfolio, ranked #7.

Atlantic Private Wealth first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Atlantic Private Wealth held 40,214 shares of Vanguard ESG US Stock ETF worth $5.32M as of Q2 2026.
  • Atlantic Private Wealth sold 2,875 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $367K.
  • Vanguard ESG US Stock ETF made up 3.26% of Atlantic Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Atlantic Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.