First Horizon Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

First Horizon 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 Q2	$3.73M	Hold	34,065	–	–	0.1%	165
2025 Q1	$3.34M	Hold	34,065	–	–	0.09%	164
2024 Q4	$3.57M	Hold	34,065	–	–	0.1%	164
2024 Q3	$3.46M	Hold	34,065	–	–	0.1%	171
2024 Q2	$3.29M	Sell	34,065 -3,777	-10%	-$350K	0.1%	168
2024 Q1	$3.53M	Sell	37,842 -1,409	-4%	-$125K	0.11%	161
2023 Q4	$3.34M	Sell	39,251 -3,908	-9%	-$308K	0.11%	167
2023 Q3	$3.25M	Sell	43,159 -2,378	-5%	-$187K	0.12%	166
2023 Q2	$3.57M	Buy	45,537 +10	+0%	+$736	0.12%	166
2023 Q1	$3.26M	Sell	45,527 -2,292	-5%	-$160K	0.12%	176
2022 Q4	$3.15M	Sell	47,819 -189	-0.4%	-$12.6K	0.12%	184
2022 Q3	$3.02M	Buy	48,008 +3,789	+9%	+$266K	0.12%	182
2022 Q2	$2.94M	Buy	44,219 +7,296	+20%	+$527K	0.1%	189
2022 Q1	$2.99M	Sell	36,923 -13,166	-26%	-$1.06M	0.16%	158
2021 Q4	$4.4M	Sell	50,089 -175	-0.3%	-$14.9K	0.13%	180
2021 Q3	$4.02M	Buy	+50,264	New	+$4.14M	0.13%	185

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First Horizon Advisors's ESGV Position: Q2 2025 in Review

First Horizon Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2025 at 34,065 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #165.

First Horizon Advisors first reported a position in ESGV in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.4M in Q4 2021. 621 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

First Horizon Advisors held 34,065 shares of Vanguard ESG US Stock ETF worth $3.73M as of Q2 2025.
First Horizon Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2025.
Vanguard ESG US Stock ETF made up 0.1% of First Horizon Advisors's portfolio in Q2 2025, its #165 holding.
First Horizon Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 16 quarters since.
First Horizon Advisors's Vanguard ESG US Stock ETF position peaked at $4.4M in Q4 2021.
621 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.