Wipfli Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wipfli Financial 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
2022 Q3	$240K	Buy	+3,817	New	+$268K	0.02%	393

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wipfli Financial Advisors's ESGV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2022: 3,817 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

Wipfli Financial Advisors held 3,817 shares of Vanguard ESG US Stock ETF worth $240K as of Q3 2022.
Vanguard ESG US Stock ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard ESG US Stock ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #393 holding.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.