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

Bristlecone 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 		$301K Sell
2,544
-21
-0.8% -$2.39K 0.03% 199
2025
Q2 		$281K Buy
2,565
+15
+0.6% +$1.51K 0.02% 192
2025
Q1 		$250K Sell
2,550
-34
-1% -$3.56K 0.02% 254
2024
Q4 		$271K Buy
2,584
+357
+16% +$37.5K 0.02% 249
2024
Q3 		$226K Hold
2,227
– – 0.02% 264
2024
Q2 		$215K Buy
+2,227
New +$206K 0.02% 267
2023
Q3 		– Sell
-2,206
Closed -$173K – 264
2023
Q2 		$173K Hold
2,206
– – 0.02% 264
2023
Q1 		$158K Buy
+2,206
New +$154K 0.02% 265
2022
Q1 		– Sell
-2,299
Closed -$202K – 232
2021
Q4 		$202K Buy
+2,299
New +$196K 0.02% 228

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 $266M AUM 18.48% 1-Year Est. Return

Bristlecone Advisors's ESGV Position: Q3 2025 in Review

Bristlecone Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.82% in Q3 2025, selling an estimated $2.39K and leaving 2,544 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #199.

Bristlecone Advisors first reported a position in ESGV in Q4 2021 and has held it in 9 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Bristlecone Advisors held 2,544 shares of Vanguard ESG US Stock ETF worth $301K as of Q3 2025.
  • Bristlecone Advisors sold 21 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $2.39K.
  • Vanguard ESG US Stock ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #199 holding.
  • Bristlecone Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 9 quarters since.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.