HFA
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Highland Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Highland Financial 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 		– Sell
-3,741
Closed -$366K – 55
2025
Q1 		$366K Buy
+3,741
New +$391K 0.13% 41

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Highland Financial Advisors's ESGV Position: Q2 2025 in Review

Highland Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 3,741 shares — an estimated $366K sold.

Highland Financial Advisors first reported a position in ESGV in Q1 2025 and held it in 1 quarter. The position peaked at $366K in Q1 2025. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Highland Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Highland Financial Advisors sold 3,741 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $366K.
  • Highland Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and held it in 1 quarter.
  • Highland Financial Advisors's Vanguard ESG US Stock ETF position peaked at $366K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Highland Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.