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Stephens Consulting’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stephens Consulting’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
-48,151
Closed -$5.28M – 646
2025
Q2 		$5.28M Sell
48,151
-1,131
-2% -$114K 1.25% 13
2025
Q1 		$4.83M Buy
49,282
+2,260
+5% +$236K 1.21% 15
2024
Q4 		$4.93M Buy
47,022
+2,561
+6% +$269K 1.23% 15
2024
Q3 		$4.52M Buy
44,461
+1,515
+4% +$148K 1.15% 16
2024
Q2 		$4.15M Buy
42,946
+3,433
+9% +$318K 1.18% 14
2024
Q1 		$3.68M Buy
39,513
+463
+1% +$41.2K 1.13% 14
2023
Q4 		$3.32M Buy
39,050
+1,471
+4% +$116K 1.13% 14
2023
Q3 		$2.83M Buy
37,579
+423
+1% +$33.2K 1.15% 14
2023
Q2 		$2.91M Buy
37,156
+1,362
+4% +$100K 1.15% 14
2023
Q1 		$2.57M Buy
35,794
+3,820
+12% +$266K 1.55% 13
2022
Q4 		$2.11M Buy
31,974
+6,439
+25% +$430K 1.4% 14
2022
Q3 		$1.61M Sell
25,535
-2,509
-9% -$176K 1.44% 13
2022
Q2 		$1.86M Buy
28,044
+9,383
+50% +$678K 1.51% 12
2022
Q1 		$1.51M Buy
18,661
+3,918
+27% +$315K 1.24% 17
2021
Q4 		$1.3M Buy
+14,743
New +$1.26M 1.07% 20

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
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 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
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Stephens Consulting's ESGV Position: Q3 2025 in Review

Stephens Consulting sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 48,151 shares — an estimated $5.28M sold.

Stephens Consulting first reported a position in ESGV in Q4 2021 and held it in 15 quarters. The position peaked at $5.28M in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Stephens Consulting reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 48,151 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $5.28M.
  • Stephens Consulting first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 15 quarters.
  • Stephens Consulting's Vanguard ESG US Stock ETF position peaked at $5.28M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.