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Atomi Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atomi Financial Group’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 		$1.64M Buy
12,421
+638
+5% +$81.3K 0.04% 322
2026
Q1 		$1.32M Sell
11,783
-795
-6% -$94.4K 0.04% 344
2025
Q4 		$1.52M Sell
12,578
-1,014
-7% -$122K 0.04% 287
2025
Q3 		$1.61M Buy
13,592
+2,795
+26% +$318K 0.05% 242
2025
Q2 		$1.18M Buy
10,797
+431
+4% +$43.4K 0.04% 291
2025
Q1 		$1.02M Buy
10,366
+3,685
+55% +$385K 0.05% 305
2024
Q4 		$701K Buy
6,681
+3,096
+86% +$325K 0.04% 360
2024
Q3 		$364K Buy
3,585
+253
+8% +$24.8K 0.02% 584
2024
Q2 		$322K Buy
+3,332
New +$309K 0.02% 562

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

Atomi Financial Group's ESGV Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.4% in Q2 2026, buying an estimated $81.3K and bringing the position to 12,421 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #322.

Atomi Financial Group first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Atomi Financial Group held 12,421 shares of Vanguard ESG US Stock ETF worth $1.64M as of Q2 2026.
  • Atomi Financial Group bought 638 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $81.3K.
  • Vanguard ESG US Stock ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #322 holding.
  • Atomi Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.