Abacus Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Abacus Wealth 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	$298K	Hold	2,252	–	–	0.03%	236
2026 Q1	$253K	Hold	2,252	–	–	0.02%	410
2025 Q4	$272K	Hold	2,252	–	–	0.03%	378
2025 Q3	$267K	Hold	2,252	–	–	0.04%	80
2025 Q2	$247K	Hold	2,252	–	–	0.04%	90
2025 Q1	$221K	Hold	2,252	–	–	0.03%	81
2024 Q4	$236K	Hold	2,252	–	–	0.04%	77
2024 Q3	$229K	Hold	2,252	–	–	0.03%	82
2024 Q2	$218K	Hold	2,252	–	–	0.04%	77
2024 Q1	$210K	Buy	+2,252	New	+$200K	0.04%	82
2022 Q2	–	Sell	-3,176	Closed	-$258K	–	85
2022 Q1	$258K	Buy	3,176 +433	+16%	+$34.8K	0.11%	67
2021 Q4	$241K	Buy	+2,743	New	+$234K	0.09%	101

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Abacus Wealth Partners's ESGV Position: Q2 2026 in Review

Abacus Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,252 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #236.

Abacus Wealth Partners first reported a position in ESGV in Q4 2021 and has held it in 12 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Abacus Wealth Partners held 2,252 shares of Vanguard ESG US Stock ETF worth $298K as of Q2 2026.
Abacus Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #236 holding.
Abacus Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 12 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.