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TCI Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TCI Wealth 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
2026
Q2 		$345K Hold
2,608
– – 0.01% 190
2026
Q1 		$293K Sell
2,608
-4
-0.2% -$475 0.02% 190
2025
Q4 		$316K Buy
2,612
+251
+11% +$30.1K 0.02% 188
2025
Q3 		$280K Buy
2,361
+398
+20% +$45.3K 0.02% 199
2025
Q2 		$215K Buy
+1,963
New +$198K 0.01% 228
2023
Q2 		– Sell
-1,511
Closed -$108K – 848
2023
Q1 		$108K Buy
1,511
+173
+13% +$12.1K 0.01% 271
2022
Q4 		$88.1K Hold
1,338
– – 0.01% 288
2022
Q3 		$84K Hold
1,338
– – 0.01% 273
2022
Q2 		$89K Hold
1,338
– – 0.01% 265
2022
Q1 		$108K Buy
1,338
+136
+11% +$10.9K 0.02% 250
2021
Q4 		$106K Hold
1,202
– – 0.02% 255
2021
Q3 		$96K Buy
1,202
+361
+43% +$29.7K 0.01% 291
2021
Q2 		$67K Hold
841
– – 0.01% 338
2021
Q1 		$62K Hold
841
– – 0.03% 313
2020
Q4 		$59K Buy
+841
New +$55.5K 0.03% 307

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

TCI Wealth Advisors's ESGV Position: Q2 2026 in Review

TCI Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,608 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #190.

TCI Wealth Advisors first reported a position in ESGV in Q4 2020 and has held it in 15 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • TCI Wealth Advisors held 2,608 shares of Vanguard ESG US Stock ETF worth $345K as of Q2 2026.
  • TCI Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • TCI Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 15 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.