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 Q2	$214K	Buy	+1,620	New	+$207K	﹤0.01%	2034
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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Atria Investments's ESGV Position: Q2 2026 in Review

Atria Investments opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,620 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Atria Investments previously reported a position in ESGV as recently as Q4 2025.

Atria Investments first reported a position in ESGV in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2022. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Atria Investments held 1,620 shares of Vanguard ESG US Stock ETF worth $214K as of Q2 2026.
Vanguard ESG US Stock ETF was a new Atria Investments position in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2034 holding.
Atria Investments first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 6 quarters since.
Atria Investments's Vanguard ESG US Stock ETF position peaked at $1.68M in Q2 2022.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.