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Concurrent Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Concurrent Investment 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
2026
Q2 		$1.04M Buy
7,862
+6,044
+332% +$771K 0.01% 988
2026
Q1 		$204K Buy
1,818
+24
+1% +$2.85K ﹤0.01% 1739
2025
Q4 		$217K Sell
1,794
-337
-16% -$40.4K ﹤0.01% 1597
2025
Q3 		$252K Buy
+2,131
New +$243K ﹤0.01% 1233

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Concurrent Investment Advisors's ESGV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 332% in Q2 2026, buying an estimated $771K and bringing the position to 7,862 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #988.

Concurrent Investment Advisors first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Concurrent Investment Advisors held 7,862 shares of Vanguard ESG US Stock ETF worth $1.04M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,044 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $771K.
  • Vanguard ESG US Stock ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #988 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.