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Atlas Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atlas Capital 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
2025
Q2 		$77.9K Sell
710
-354
-33% -$35.7K 0.01% 568
2025
Q1 		$104K Sell
1,064
-708
-40% -$74K 0.01% 542
2024
Q4 		$186K Buy
1,772
+21
+1% +$2.2K 0.02% 402
2024
Q3 		$178K Buy
1,751
+1
+0.1% +$98 0.03% 394
2024
Q2 		$169K Buy
1,750
+2
+0.1% +$185 0.02% 412
2024
Q1 		$163K Buy
1,748
+2
+0.1% +$178 0.03% 403
2023
Q4 		$149K Buy
1,746
+2
+0.1% +$158 0.02% 427
2023
Q3 		$131K Buy
1,744
+2
+0.1% +$157 0.02% 411
2023
Q2 		$137K Buy
1,742
+2
+0.1% +$147 0.02% 424
2023
Q1 		$125K Sell
1,740
-1,010
-37% -$70.4K 0.02% 426
2022
Q4 		$181K Sell
2,750
-2,397
-47% -$160K 0.03% 356
2022
Q3 		$324K Buy
5,147
+505
+11% +$35.4K 0.06% 251
2022
Q2 		$308K Sell
4,642
-495
-10% -$35.7K 0.05% 278
2022
Q1 		$417K Buy
5,137
+4
+0.1% +$322 0.06% 237
2021
Q4 		$451K Buy
5,133
+5
+0.1% +$427 0.07% 229
2021
Q3 		$411K Buy
5,128
+4
+0.1% +$330 0.07% 231
2021
Q2 		$410K Buy
5,124
+4
+0.1% +$310 0.07% 237
2021
Q1 		$378K Buy
5,120
+1,748
+52% +$127K 0.07% 229
2020
Q4 		$237K Buy
3,372
+7
+0.2% +$462 0.05% 279
2020
Q3 		$208K Buy
3,365
+88
+3% +$5.35K 0.05% 286
2020
Q2 		$185K Buy
3,277
+6
+0.2% +$315 0.04% 324
2020
Q1 		$150K Hold
3,271
– – 0.04% 312
2019
Q4 		$185K Buy
+3,271
New +$177K 0.05% 327

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 $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atlas Capital Advisors's ESGV Position: Q2 2025 in Review

Atlas Capital Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 33% in Q2 2025, selling an estimated $35.7K and leaving 710 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #568.

Atlas Capital Advisors first reported a position in ESGV in Q4 2019 and has held it in 23 quarters since. The position peaked at $451K in Q4 2021. 623 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Atlas Capital Advisors held 710 shares of Vanguard ESG US Stock ETF worth $77.9K as of Q2 2025.
  • Atlas Capital Advisors sold 354 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $35.7K.
  • Vanguard ESG US Stock ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #568 holding.
  • Atlas Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 23 quarters since.
  • Atlas Capital Advisors's Vanguard ESG US Stock ETF position peaked at $451K in Q4 2021.
  • 623 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.