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Rise Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rise Advisors’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
Q3 		– Sell
-247
Closed -$27.1K – 1552
2025
Q2 		$27.1K Buy
247
+1
+0.4% +$101 0.01% 387
2025
Q1 		$24.1K Hold
246
– – 0.01% 410
2024
Q4 		$25.8K Buy
246
+1
+0.4% +$105 0.01% 484
2024
Q3 		$24.9K Buy
245
+1
+0.4% +$98 0.01% 537
2024
Q2 		$23.6K Hold
244
– – 0.01% 514
2024
Q1 		$22.7K Buy
244
+1
+0.4% +$89 0.01% 564
2023
Q4 		$20.7K Buy
243
+1
+0.4% +$79 0.01% 248
2023
Q3 		$18.2K Buy
242
+1
+0.4% +$78 0.01% 247
2023
Q2 		$18.9K Buy
241
+20
+9% +$1.47K 0.01% 244
2023
Q1 		$15.8K Buy
+221
New +$15.4K 0.01% 287

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 $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Rise Advisors's ESGV Position: Q3 2025 in Review

Rise Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 247 shares — an estimated $27.1K sold.

Rise Advisors first reported a position in ESGV in Q1 2023 and held it in 10 quarters. The position peaked at $27.1K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Rise Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 247 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $27.1K.
  • Rise Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 10 quarters.
  • Rise Advisors's Vanguard ESG US Stock ETF position peaked at $27.1K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.