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Pathstone Holdings’s
Vanguard ESG US Stock ETF
ESGV
Stock Holding History
Pathstone Holdings’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
2026
Q1
$9.12M
Hold
81,227
–
–
0.04%
371
2025
Q4
$9.83M
Sell
81,227
-7,174
-8%
-$861K
0.04%
345
2025
Q3
$10.5M
Sell
88,401
-25,966
-23%
-$2.96M
0.04%
322
2025
Q2
$9.77M
Buy
114,367
+25,290
+28%
+$2.55M
0.04%
335
2025
Q1
$8.73M
Sell
89,077
-914
-1%
-$95.6K
0.04%
382
2024
Q4
$9.44M
Buy
89,991
+4,743
+6%
+$498K
0.04%
337
2024
Q3
$8.67M
Sell
85,248
-419
-0.5%
-$41.1K
0.04%
379
2024
Q2
$8.28M
Sell
85,667
-418
-0.5%
-$38.7K
0.04%
363
2024
Q1
$8.02M
Sell
86,085
-11,099
-11%
-$987K
0.04%
373
2023
Q4
$8.27M
Buy
+97,184
New
+$7.66M
0.04%
297
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Malvern, Pennsylvania
$25.5B AUM
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$45.6B AUM
18.83%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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$147B AUM
18.73%
1-Year Est. Return
VF
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$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
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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