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Simon Quick Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Simon Quick 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
Q4 		– Sell
-4,700
Closed -$557K – 407
2025
Q3 		$557K Hold
4,700
– – 0.03% 253
2025
Q2 		$515K Buy
+4,700
New +$474K 0.03% 244
2022
Q3 		– Sell
-4,672
Closed -$344K – 207
2022
Q2 		$344K Buy
4,672
+4,621
+9,061% +$334K 0.05% 133
2022
Q1 		$4K Buy
51
+1
+2% +$80 ﹤0.01% 322
2021
Q4 		$4K Hold
50
– – ﹤0.01% 337
2021
Q3 		$4K Hold
50
– – ﹤0.01% 382
2021
Q2 		$4K Buy
+50
New +$3.88K ﹤0.01% 404

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Simon Quick Advisors's ESGV Position: Q4 2025 in Review

Simon Quick Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 4,700 shares — an estimated $557K sold.

Simon Quick Advisors first reported a position in ESGV in Q2 2021 and held it in 7 quarters. The position peaked at $557K in Q3 2025. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Simon Quick Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 4,700 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $557K.
  • Simon Quick Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 7 quarters.
  • Simon Quick Advisors's Vanguard ESG US Stock ETF position peaked at $557K in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.