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Bellwether Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-65
Closed -$7.13K – 280
2025
Q2 		$7.13K Hold
65
– – ﹤0.01% 396
2025
Q1 		$6.37K Hold
65
– – ﹤0.01% 357
2024
Q4 		$6.82K Buy
+65
New +$6.82K ﹤0.01% 363

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 $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Bellwether Advisors's ESGV Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 65 shares — an estimated $7.13K sold.

Bellwether Advisors first reported a position in ESGV in Q4 2024 and held it in 3 quarters. The position peaked at $7.13K in Q2 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Bellwether Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 65 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $7.13K.
  • Bellwether Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Vanguard ESG US Stock ETF position peaked at $7.13K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.