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

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

Historical chart of Wingate Wealth Advisors 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 Wingate Wealth Advisors 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 15k 118.44
2025-06-30 $1.6M 14k 109.64
2025-03-31 $1.4M 14k 97.95
2024-12-31 $1.5M 14k 104.89

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Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

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

Vanguard Group
Morgan Stanley
Wealthfront Advisers
Creative Planning
Visa Foundation
Verde Capital Management
Raymond James Financial
Betterment
IMPACTfolio
Stanich Group
Royal Bank of Canada
Baird Financial
SCS Capital Management
Platt Investment Counsel
Leo Wealth

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