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SPC Financial Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SPC Financial Inc’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 		$232K Buy
+1,955
New +$223K 0.02% 246

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

SPC Financial Inc's ESGV Position: Q3 2025 in Review

SPC Financial Inc opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2025: 1,955 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings.

640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • SPC Financial Inc held 1,955 shares of Vanguard ESG US Stock ETF worth $232K as of Q3 2025.
  • Vanguard ESG US Stock ETF was a new SPC Financial Inc position in Q3 2025.
  • Vanguard ESG US Stock ETF made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #246 holding.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.