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Vanguard Esg U.s. Stock Etf etf shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 4.0k 102.76
2024-06-30 $408k 4.0k 100.76
2024-03-31 $346k 3.9k 89.08
2023-12-31 $342k 3.9k 86.76

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

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

Vanguard Group
Visa Foundation
Creative Planning
Wealthfront Advisers
Morgan Stanley
Leo Wealth
Verde Capital Management
IMPACTfolio
Bank of America Corporation
Angeles Investment
Royal Bank of Canada
Platt Investment Counsel
Partners Capital Investment Group
Facet Wealth
Crewe Advisors

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