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Beta Wealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Beta Wealth Group’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 		– Sell
-2,611
Closed -$256K – 109
2025
Q1 		$256K Sell
2,611
-225
-8% -$23.5K 0.09% 93
2024
Q4 		$297K Sell
2,836
-14
-0.5% -$1.47K 0.13% 95
2024
Q3 		$290K Buy
2,850
+25
+0.9% +$2.45K 0.13% 90
2024
Q2 		$273K Buy
2,825
+106
+4% +$9.82K 0.13% 91
2024
Q1 		$253K Sell
2,719
-50
-2% -$4.45K 0.12% 91
2023
Q4 		$236K Buy
2,769
+57
+2% +$4.49K 0.12% 94
2023
Q3 		$204K Buy
+2,712
New +$213K 0.12% 96

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Beta Wealth Group's ESGV Position: Q2 2025 in Review

Beta Wealth Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 2,611 shares — an estimated $256K sold.

Beta Wealth Group first reported a position in ESGV in Q3 2023 and held it in 7 quarters. The position peaked at $297K in Q4 2024. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Beta Wealth Group reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Beta Wealth Group sold 2,611 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $256K.
  • Beta Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and held it in 7 quarters.
  • Beta Wealth Group's Vanguard ESG US Stock ETF position peaked at $297K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.