Ladenburg Thalmann Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$518K	Buy	9,145 +5,940	+185%	+$321K	﹤0.01%	1785
2019 Q3	$166K	Buy	3,205 +993	+45%	+$51.4K	﹤0.01%	2599
2019 Q2	$113K	Buy	2,212 +2,002	+953%	+$100K	﹤0.01%	2883
2019 Q1	$10K	Hold	210	–	–	﹤0.01%	4359
2018 Q4	$9K	Buy	210 +80	+62%	+$3.7K	﹤0.01%	4325
2018 Q3	$7K	Buy	+130	New	+$6.53K	﹤0.01%	4441

Other funds holding ESGV

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ESGV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 185% in Q4 2019, buying an estimated $321K and bringing the position to 9,145 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Ladenburg Thalmann Financial Services first reported a position in ESGV in Q3 2018 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold ESGV as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,145 shares of Vanguard ESG US Stock ETF worth $518K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 5,940 Vanguard ESG US Stock ETF shares in Q4 2019, an estimated $321K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1785 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard ESG US Stock ETF in Q3 2018 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.