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Atria Wealth Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$272K Buy
+2,479
New +$250K 0.01% 1205
2025
Q1 		– Sell
-2,209
Closed -$232K – 1920
2024
Q4 		$232K Buy
+2,209
New +$232K ﹤0.01% 1722

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atria Wealth Solutions's ESGV Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2025: 2,479 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in ESGV as recently as Q4 2024.

Atria Wealth Solutions first reported a position in ESGV in Q4 2024 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Atria Wealth Solutions held 2,479 shares of Vanguard ESG US Stock ETF worth $272K as of Q2 2025.
  • Vanguard ESG US Stock ETF was a new Atria Wealth Solutions position in Q2 2025.
  • Vanguard ESG US Stock ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1205 holding.
  • Atria Wealth Solutions first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.