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Buckingham Strategic Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$7.71M Buy
79,779
+6,650
+9% +$616K 0.08% 107
2024
Q1 		$6.81M Buy
73,129
+1,299
+2% +$116K 0.07% 124
2023
Q4 		$6.11M Buy
71,830
+19,348
+37% +$1.52M 0.07% 128
2023
Q3 		$3.95M Buy
52,482
+5,912
+13% +$464K 0.06% 149
2023
Q2 		$3.65M Buy
46,570
+12,773
+38% +$941K 0.05% 156
2023
Q1 		$2.23M Hold
33,797
– – 0.04% 173
2022
Q4 		$2.23M Sell
33,797
-4,928
-13% -$329K 0.04% 173
2022
Q3 		$2.44M Sell
38,725
-24,874
-39% -$1.75M 0.05% 155
2022
Q2 		$4.22M Sell
63,599
-95,736
-60% -$6.91M 0.08% 117
2022
Q1 		$12.9M Buy
159,335
+129,136
+428% +$10.4M 0.25% 48
2021
Q4 		$2.65M Buy
30,199
+1,549
+5% +$132K 0.05% 156
2021
Q3 		$2.29M Sell
28,650
-20
-0.1% -$1.65K 0.05% 161
2021
Q2 		$2.29M Buy
28,670
+3,798
+15% +$295K 0.06% 156
2021
Q1 		$1.83M Buy
24,872
+16,356
+192% +$1.18M 0.09% 157
2020
Q4 		$598K Buy
8,516
+1,945
+30% +$128K 0.03% 287
2020
Q3 		$406K Buy
+6,571
New +$399K 0.03% 297

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's ESGV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 9.1% in Q2 2024, buying an estimated $616K and bringing the position to 79,779 shares worth $7.71M. The position accounts for 0.08% of the portfolio, ranked #107.

Buckingham Strategic Wealth first reported a position in ESGV in Q3 2020 and has held it in 16 quarters since. The position peaked at $12.9M in Q1 2022. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Buckingham Strategic Wealth held 79,779 shares of Vanguard ESG US Stock ETF worth $7.71M as of Q2 2024.
  • Buckingham Strategic Wealth bought 6,650 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $616K.
  • Vanguard ESG US Stock ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #107 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's Vanguard ESG US Stock ETF position peaked at $12.9M in Q1 2022.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.