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Copperleaf Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Copperleaf Capital’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 		$823K Hold
6,951
– – 0.39% 60
2025
Q2 		$762K Sell
6,951
-9
-0.1% -$907 0.39% 67
2025
Q1 		$682K Hold
6,960
– – 0.41% 66
2024
Q4 		$730K Hold
6,960
– – 0.46% 56
2024
Q3 		$707K Hold
6,960
– – 0.54% 56
2024
Q2 		$672K Hold
6,960
– – 0.54% 54
2024
Q1 		$649K Buy
+6,960
New +$619K 0.56% 54

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

Copperleaf Capital's ESGV Position: Q3 2025 in Review

Copperleaf Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2025 at 6,951 shares worth $823K. The position accounts for 0.39% of the portfolio, ranked #60.

Copperleaf Capital first reported a position in ESGV in Q1 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Copperleaf Capital held 6,951 shares of Vanguard ESG US Stock ETF worth $823K as of Q3 2025.
  • Copperleaf Capital left its Vanguard ESG US Stock ETF share count unchanged in Q3 2025.
  • Vanguard ESG US Stock ETF made up 0.39% of Copperleaf Capital's portfolio in Q3 2025, its #60 holding.
  • Copperleaf Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 7 quarters since.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.