3IP
ESGV icon

3Chopt Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

3Chopt Investment Partners’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Sell
13
-1
-7% -$128 ﹤0.01% 273
2026
Q1 		$1.57K Hold
14
– – ﹤0.01% 239
2025
Q4 		$1.69K Hold
14
– – ﹤0.01% 230
2025
Q3 		$1.66K Hold
14
– – ﹤0.01% 229
2025
Q2 		$1.53K Buy
+14
New +$1.41K ﹤0.01% 225

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

3Chopt Investment Partners's ESGV Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.1% in Q2 2026, selling an estimated $128 and leaving 13 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

3Chopt Investment Partners first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • 3Chopt Investment Partners held 13 shares of Vanguard ESG US Stock ETF worth $1.72K as of Q2 2026.
  • 3Chopt Investment Partners sold 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of 3Chopt Investment Partners's portfolio in Q2 2026, its #273 holding.
  • 3Chopt Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.