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Lake Street Advisors Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lake Street Advisors 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
2024
Q4 		$10.8M Sell
103,167
-28,178
-21% -$2.96M 0.5% 37
2024
Q3 		$13.4M Buy
131,345
+4,677
+4% +$458K 0.62% 31
2024
Q2 		$12.2M Buy
126,668
+5,259
+4% +$487K 0.59% 33
2024
Q1 		$11.3M Sell
121,409
-2,408
-2% -$214K 0.53% 37
2023
Q4 		$10.5M Buy
123,817
+2,027
+2% +$160K 0.53% 39
2023
Q3 		$9.16M Sell
121,790
-3,906
-3% -$306K 0.54% 39
2023
Q2 		$9.85M Sell
125,696
-1,820
-1% -$134K 0.54% 37
2023
Q1 		$9.14M Buy
127,516
+2,588
+2% +$180K 0.57% 35
2022
Q4 		$8.23M Buy
124,928
+65,506
+110% +$4.37M 0.54% 36
2022
Q3 		$3.74M Sell
59,422
-3,852
-6% -$270K 0.27% 59
2022
Q2 		$4.2M Buy
63,274
+189
+0.3% +$13.6K 0.3% 49
2022
Q1 		$5.12M Buy
63,085
+5,469
+9% +$440K 0.33% 46
2021
Q4 		$5.06M Buy
+57,616
New +$4.92M 0.32% 49
2021
Q3 		– Sell
-39,074
Closed -$3.24M – 295
2021
Q2 		$3.24M Buy
39,074
+5,711
+17% +$443K 0.24% 51
2021
Q1 		$2.46M Buy
33,363
+1,122
+3% +$81.3K 0.2% 53
2020
Q4 		$2.26M Sell
32,241
-1,853
-5% -$122K 0.19% 54
2020
Q3 		$2.11M Buy
34,094
+20,519
+151% +$1.25M 0.2% 50
2020
Q2 		$766K Buy
13,575
+2,178
+19% +$115K 0.08% 100
2020
Q1 		$522K Buy
+11,397
New +$615K 0.06% 110

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lake Street Advisors Group's ESGV Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 21% in Q4 2024, selling an estimated $2.96M and leaving 103,167 shares worth $10.8M. The position accounts for 0.5% of the portfolio, ranked #37.

Lake Street Advisors Group first reported a position in ESGV in Q1 2020 and has held it in 19 quarters since. The position peaked at $13.4M in Q3 2024. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Lake Street Advisors Group held 103,167 shares of Vanguard ESG US Stock ETF worth $10.8M as of Q4 2024.
  • Lake Street Advisors Group sold 28,178 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $2.96M.
  • Vanguard ESG US Stock ETF made up 0.5% of Lake Street Advisors Group's portfolio in Q4 2024, its #37 holding.
  • Lake Street Advisors Group first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 19 quarters since.
  • Lake Street Advisors Group's Vanguard ESG US Stock ETF position peaked at $13.4M in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.