Avantax Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avantax Advisory Services’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	$542K	Sell	4,945 -48	-1%	-$4.84K	﹤0.01%	1540
2025 Q1	$489K	Buy	4,993 +1,144	+30%	+$120K	﹤0.01%	1517
2024 Q4	$404K	Buy	3,849 +40	+1%	+$4.2K	﹤0.01%	1589
2024 Q3	$387K	Buy	3,809 +1,018	+36%	+$99.8K	﹤0.01%	1581
2024 Q2	$270K	Buy	2,791 +8	+0.3%	+$742	﹤0.01%	1765
2024 Q1	$259K	Buy	+2,783	New	+$247K	﹤0.01%	1389
2023 Q4	–	Sell	-3,042	Closed	-$229K	–	1601
2023 Q3	$229K	Buy	3,042 +9	+0.3%	+$706	﹤0.01%	1353
2023 Q2	$238K	Buy	3,033 +8	+0.3%	+$589	﹤0.01%	1312
2023 Q1	$217K	Buy	+3,025	New	+$211K	﹤0.01%	1331
2022 Q4	–	Sell	-3,364	Closed	-$212K	–	1435
2022 Q3	$212K	Buy	+3,364	New	+$236K	﹤0.01%	1187
2022 Q1	–	Sell	-2,520	Closed	-$221K	–	1305
2021 Q4	$221K	Sell	2,520 -6	-0.2%	-$513	﹤0.01%	1126
2021 Q3	$202K	Sell	2,526 -158	-6%	-$13K	﹤0.01%	1110
2021 Q2	$216K	Sell	2,684 -88	-3%	-$6.83K	﹤0.01%	1046
2021 Q1	$204K	Buy	+2,772	New	+$201K	﹤0.01%	956
2020 Q4	–	Sell	-47,265	Closed	-$2.92M	–	1056
2020 Q3	$2.92M	Buy	+47,265	New	+$2.87M	0.05%	287

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Avantax Advisory Services's ESGV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.96% in Q2 2025, selling an estimated $4.84K and leaving 4,945 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Avantax Advisory Services first reported a position in ESGV in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.92M in Q3 2020. 621 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

Avantax Advisory Services held 4,945 shares of Vanguard ESG US Stock ETF worth $542K as of Q2 2025.
Avantax Advisory Services sold 48 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $4.84K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1540 holding.
Avantax Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Vanguard ESG US Stock ETF position peaked at $2.92M in Q3 2020.
621 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.