Atria Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atria Investments’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	–	Sell	-4,043	Closed	-$489K	–	2078
2025 Q4	$489K	Sell	4,043 -1,334	-25%	-$160K	0.01%	1466
2025 Q3	$637K	Buy	+5,377	New	+$612K	0.01%	1297
2025 Q1	–	Sell	-7,180	Closed	-$753K	–	1920
2024 Q4	$753K	Buy	+7,180	New	+$753K	0.01%	1131
2022 Q4	–	Sell	-25,722	Closed	-$1.62M	–	779
2022 Q3	$1.62M	Buy	25,722 +444	+2%	+$31.2K	0.04%	557
2022 Q2	$1.68M	Buy	+25,278	New	+$1.83M	0.04%	567

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's ESGV Position: Q1 2026 in Review

Atria Investments sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 4,043 shares — an estimated $489K sold.

Atria Investments first reported a position in ESGV in Q2 2022 and held it in 5 quarters. The position peaked at $1.68M in Q2 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Atria Investments reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 4,043 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $489K.
Atria Investments first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 5 quarters.
Atria Investments's Vanguard ESG US Stock ETF position peaked at $1.68M in Q2 2022.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.