ESGV — Vanguard ESG US Stock ETF

Ownership history in SIMON QUICK ADVISORS, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Vanguard ESG US Stock ETF (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2022 Q2)
Avg. % of fund
0.01%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,700 — 0% 0.03% $557K $118.15
2025 Q2 ADDED 4,700 +28 +0.6% 0.02% $515K $109.11
2022 Q2 ADDED 4,672 +4,621 +9060.8% 0.05% $344K $63.68
2022 Q1 ADDED 51 +1 +2.0% 0.00% $4K $77.51
2021 Q4 UNCHANGED 50 — 0% 0.00% $4K $83.83
2021 Q3 UNCHANGED 50 — 0% 0.00% $4K $76.13
2021 Q2 INITIATED 50 — — 0.00% $4K $75.84
% of Fund (quarterly)    ESGV price (monthly, adj. close)

Other funds also holding ESGV

As of 2025 Q4 — 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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