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Atmos Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atmos Advisory’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 		$3.05M Buy
23,083
+677
+3% +$86.3K 1.6% 13
2026
Q1 		$2.52M Sell
22,406
-1,647
-7% -$196K 1.43% 13
2025
Q4 		$2.91M Sell
24,053
-143
-0.6% -$17.2K 1.69% 13
2025
Q3 		$2.87M Sell
24,196
-733
-3% -$83.4K 1.75% 13
2025
Q2 		$2.73M Sell
24,929
-15,775
-39% -$1.59M 1.74% 13
2025
Q1 		$3.99M Buy
40,704
+5,381
+15% +$563K 2.68% 13
2024
Q4 		$3.71M Sell
35,323
-359
-1% -$37.7K 2.57% 13
2024
Q3 		$3.63M Sell
35,682
-1,376
-4% -$135K 2.58% 13
2024
Q2 		$3.58M Sell
37,058
-1,515
-4% -$140K 2.8% 13
2024
Q1 		$3.59M Sell
38,573
-962
-2% -$85.5K 2.88% 13
2023
Q4 		$3.36M Sell
39,535
-1,284
-3% -$101K 2.7% 14
2023
Q3 		$3.07M Sell
40,819
-3,295
-7% -$259K 2.62% 13
2023
Q2 		$3.46M Hold
44,114
– – 2.92% 13
2023
Q1 		$3.16M Sell
44,114
-3,056
-6% -$213K 2.73% 13
2022
Q4 		$3.11M Buy
47,170
+2,114
+5% +$141K 2.78% 13
2022
Q3 		$2.83M Hold
45,056
– – 2.69% 14
2022
Q2 		$2.99M Hold
45,056
– – 2.71% 14
2022
Q1 		$3.65M Sell
45,056
-2,646
-6% -$213K 3.03% 14
2021
Q4 		$4.19M Buy
+47,702
New +$4.08M 3.51% 14

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

Atmos Advisory's ESGV Position: Q2 2026 in Review

Atmos Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 3% in Q2 2026, buying an estimated $86.3K and bringing the position to 23,083 shares worth $3.05M. The position accounts for 1.6% of the portfolio, ranked #13.

Atmos Advisory first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.19M in Q4 2021. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Atmos Advisory held 23,083 shares of Vanguard ESG US Stock ETF worth $3.05M as of Q2 2026.
  • Atmos Advisory bought 677 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $86.3K.
  • Vanguard ESG US Stock ETF made up 1.6% of Atmos Advisory's portfolio in Q2 2026, its #13 holding.
  • Atmos Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Atmos Advisory's Vanguard ESG US Stock ETF position peaked at $4.19M in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.