AWE
ESGV icon

Avidian Wealth Enterprises’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$472K Buy
3,482
+1,911
+122% +$257K 0.01% 492
2026
Q2 		$208K Buy
+1,571
New +$200K 0.01% 694

Other funds holding ESGV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Avidian Wealth Enterprises's ESGV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard ESG US Stock ETF (ESGV) stake by 122% in Q3 2026, buying an estimated $257K and bringing the position to 3,482 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #492.

Avidian Wealth Enterprises first reported a position in ESGV in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Avidian Wealth Enterprises held 3,482 shares of Vanguard ESG US Stock ETF worth $472K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,911 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $257K.
  • Vanguard ESG US Stock ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #492 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard ESG US Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.