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

Prospera 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
2025
Q2 		– Sell
-2,664
Closed -$261K – 1329
2025
Q1 		$261K Buy
+2,664
New +$279K 0.01% 1042
2022
Q2 		– Sell
-150
Closed -$12K – 1897
2022
Q1 		$12K Buy
+150
New +$12.1K ﹤0.01% 1946

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

Prospera Financial Services's ESGV Position: Q2 2025 in Review

Prospera Financial Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 2,664 shares — an estimated $261K sold.

Prospera Financial Services first reported a position in ESGV in Q1 2022 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Prospera Financial Services reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 2,664 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $261K.
  • Prospera Financial Services first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Vanguard ESG US Stock ETF position peaked at $261K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.