SEC 13F Intelligence

Atlantic Private Wealth, LLC / ESGV

Atlantic Private Wealth, LLC’s Vanguard World Fd Position

Does Atlantic Private Wealth, LLC own Vanguard World Fd (ESGV)? Yes — 43.1K shares worth $5M (+3.16% of its 13F portfolio) as of Q1 2026, up from 42.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
43.1K
% of Portfolio
+3.16%
Quarters Held
18
currently held

Position History ESGV

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.1K$5M+3.16%
Q4 202542.4K$5M+3.28%
Q3 202542.6K$5M+3.26%
Q2 202542.7K$5M+3.14%
Q1 202542.7K$4M+3.09%
Q4 202442.7K$4M+3.37%
Q3 202444.0K$4M+3.39%
Q2 202450.7K$5M+3.99%
Q1 202452.4K$5M+4.06%
Q4 202352.6K$4M+3.99%
Q3 202352.6K$4M+3.99%
Q2 202352.6K$4M+4.19%
Q1 202352.3K$4M+3.94%
Q4 202248.6K$3M+3.45%
Q3 202248.4K$3M+3.41%
Q2 202248.4K$3M+3.30%
Q1 202227.7K$2M+2.12%
Q4 202127.7K$2M+2.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlantic Private Wealth, LLC’s full portfolio or all institutional holders of ESGV.