SSF
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Southern Style Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Southern Style Financial’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 		$246K Buy
+2,345
New +$246K 0.2% 24

Other funds holding ESGV

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 $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Southern Style Financial's ESGV Position: Q4 2024 in Review

Southern Style Financial opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q4 2024: 2,345 shares worth $246K. The stake represents 0.2% of the portfolio and ranks #24 among its holdings.

592 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Southern Style Financial held 2,345 shares of Vanguard ESG US Stock ETF worth $246K as of Q4 2024.
  • Vanguard ESG US Stock ETF was a new Southern Style Financial position in Q4 2024.
  • Vanguard ESG US Stock ETF made up 0.2% of Southern Style Financial's portfolio in Q4 2024, its #24 holding.
  • 592 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.