ESGV β€” VANGUARD ESG U.S. STOCK ETF

Ownership history in IMA Advisory Services, Inc.  Β·  2 quarters on record

This page tracks every 13F SEC filing in which IMA Advisory Services, Inc. reported a position in VANGUARD ESG U.S. STOCK ETF (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.27% (2025 Q3)
πŸ“Š Avg. % of fund
3.22%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    ESGV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 272,981 -1,094 -0.4% 3.17% $33.0M $120.65
2025 Q3 INITIATED 274,075 β€” β€” 3.27% $32.5M $117.84

🏒 Other funds also holding ESGV

As of 2025 Q4 β€” sorted by position size

VISA FOUNDATION 3Y 100.0% Platt Investment Counsel, LLC 3Y 35.93% IMPACTfolio, LLC 3Y 25.94% Verde Capital Management 3Y 15.69% Clarity Asset Management, Inc. 12.33% Cedar Wealth Management, LLC 3Y 7Y 7.32% Financial Connections Group, Inc. 3Y 7.26% Farrell Financial LLC 7.13% Olde Wealth Management, LLC 3Y 6.91% Leo Wealth, LLC 6.09%
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