Tiedemann Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tiedemann 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
2023 Q3	$581K	Buy	7,730 +1,295	+20%	+$102K	0.02%	159
2023 Q2	$504K	Hold	6,435	–	–	0.02%	159
2023 Q1	$461K	Buy	+6,435	New	+$448K	0.02%	157
2022 Q2	–	Sell	-20,623	Closed	-$1.67M	–	259
2022 Q1	$1.67M	Buy	20,623 +10,952	+113%	+$881K	0.08%	104
2021 Q4	$850K	Buy	+9,671	New	+$826K	0.04%	155
2020 Q4	–	Sell	-53,535	Closed	-$3.31M	–	328
2020 Q3	$3.31M	Buy	+53,535	New	+$3.25M	0.16%	86

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's ESGV Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 20% in Q3 2023, buying an estimated $102K and bringing the position to 7,730 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #159.

Tiedemann Advisors first reported a position in ESGV in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.31M in Q3 2020. 421 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

Tiedemann Advisors held 7,730 shares of Vanguard ESG US Stock ETF worth $581K as of Q3 2023.
Tiedemann Advisors bought 1,295 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $102K.
Vanguard ESG US Stock ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #159 holding.
Tiedemann Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 6 quarters since.
Tiedemann Advisors's Vanguard ESG US Stock ETF position peaked at $3.31M in Q3 2020.
421 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.