EFG
ESGV icon

Elios Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Elios Financial Group’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 		$5M Sell
45,591
-23
-0.1% -$2.32K 2.27% 10
2025
Q1 		$4.47M Sell
45,614
-1,145
-2% -$120K 2.2% 12
2024
Q4 		$4.9M Buy
46,759
+28
+0.1% +$2.94K 2.32% 11
2024
Q3 		$4.75M Buy
+46,731
New +$4.58M 2.19% 12

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 $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Elios Financial Group's ESGV Position: Q2 2025 in Review

Elios Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.05% in Q2 2025, selling an estimated $2.32K and leaving 45,591 shares worth $5M. The position accounts for 2.27% of the portfolio, ranked #10.

Elios Financial Group first reported a position in ESGV in Q3 2024 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Elios Financial Group held 45,591 shares of Vanguard ESG US Stock ETF worth $5M as of Q2 2025.
  • Elios Financial Group sold 23 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $2.32K.
  • Vanguard ESG US Stock ETF made up 2.27% of Elios Financial Group's portfolio in Q2 2025, its #10 holding.
  • Elios Financial Group first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.