Beta Wealth »

Vanguard Esg U.s. Stock Etf etf shares owned by Beta Wealth

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 2.8k 85.07
2023-09-30 $204k 2.7k 75.21

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Creative Planning
Wealthfront Advisers
Leo Wealth
Verde Capital Management
Bank of America Corporation
Royal Bank of Canada
Platt Investment Counsel
Betterment
Baird Financial
Facet Wealth
Crewe Advisors
UBS Group
Financial Network Wealth Management
Retirement Capital Strategies

View all funds holding Vanguard Esg U.s. Stock Etf etf