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Better Money Decisions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Better Money Decisions’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 		$454K Sell
4,144
-52
-1% -$5.24K 0.28% 52
2025
Q1 		$411K Sell
4,196
-38
-0.9% -$3.97K 0.27% 52
2024
Q4 		$444K Buy
4,234
+11
+0.3% +$1.15K 0.31% 47
2024
Q3 		$429K Sell
4,223
-748
-15% -$73.3K 0.3% 46
2024
Q2 		$480K Buy
4,971
+16
+0.3% +$1.48K 0.36% 41
2024
Q1 		$462K Buy
4,955
+12
+0.2% +$1.07K 0.37% 42
2023
Q4 		$420K Sell
4,943
-8,655
-64% -$682K 0.35% 38
2023
Q3 		$1.02M Sell
13,598
-234
-2% -$18.4K 0.9% 19
2023
Q2 		$1.08M Sell
13,832
-103
-0.7% -$7.58K 0.88% 20
2023
Q1 		$999K Sell
13,935
-839
-6% -$58.5K 0.84% 21
2022
Q4 		$973K Buy
14,774
+1,190
+9% +$79.4K 0.84% 26
2022
Q3 		$855K Sell
13,584
-1,038
-7% -$72.9K 0.83% 26
2022
Q2 		$971K Sell
14,622
-264
-2% -$19.1K 0.82% 23
2022
Q1 		$1.21M Sell
14,886
-625
-4% -$50.2K 1.13% 18
2021
Q4 		$1.36M Sell
15,511
-8,079
-34% -$690K 1.15% 18
2021
Q3 		$1.89M Buy
23,590
+1,844
+8% +$152K 1.56% 13
2021
Q2 		$1.74M Buy
21,746
+6,557
+43% +$509K 1.56% 11
2021
Q1 		$1.12M Buy
+15,189
New +$1.1M 1.16% 16

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

Better Money Decisions's ESGV Position: Q2 2025 in Review

Better Money Decisions reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q2 2025, selling an estimated $5.24K and leaving 4,144 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #52.

Better Money Decisions first reported a position in ESGV in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.89M in Q3 2021. 621 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Better Money Decisions held 4,144 shares of Vanguard ESG US Stock ETF worth $454K as of Q2 2025.
  • Better Money Decisions sold 52 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $5.24K.
  • Vanguard ESG US Stock ETF made up 0.28% of Better Money Decisions's portfolio in Q2 2025, its #52 holding.
  • Better Money Decisions first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's Vanguard ESG US Stock ETF position peaked at $1.89M in Q3 2021.
  • 621 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.