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Key Financial Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Key Financial Inc’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
-365
Closed -$35.8K – 1446
2025
Q1 		$35.8K Hold
365
– – 0.01% 538
2024
Q4 		$38.3K Buy
+365
New +$38.3K 0.01% 523

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

Key Financial Inc's ESGV Position: Q2 2025 in Review

Key Financial Inc sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 365 shares — an estimated $35.8K sold.

Key Financial Inc first reported a position in ESGV in Q4 2024 and held it in 2 quarters. The position peaked at $38.3K in Q4 2024. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Key Financial Inc reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 365 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $35.8K.
  • Key Financial Inc first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 2 quarters.
  • Key Financial Inc's Vanguard ESG US Stock ETF position peaked at $38.3K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.