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Vanguard Esg U.s. Stock Etf etf shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.3M 97k 75.22
2023-06-30 $3.8M 49k 78.35
2023-03-31 $3.4M 48k 71.71
2022-12-31 $3.2M 49k 65.86
2022-09-30 $3.1M 49k 62.91
2022-06-30 $3.2M 49k 66.41
2022-03-31 $4.0M 49k 81.08
2021-12-31 $4.3M 49k 87.90
2021-09-30 $3.9M 49k 80.06

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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