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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 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 $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atomi Financial Group's ESGV Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.3% in Q1 2026, selling an estimated $94.4K and leaving 11,783 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #344.

Atomi Financial Group first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Atomi Financial Group held 11,783 shares of Vanguard ESG US Stock ETF worth $1.32M as of Q1 2026.
  • Atomi Financial Group sold 795 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $94.4K.
  • Vanguard ESG US Stock ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #344 holding.
  • Atomi Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Vanguard ESG US Stock ETF position peaked at $1.61M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.