AP
ESGV icon

Appleton Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Appleton 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 		$668K Hold
5,052
– – 0.04% 178
2026
Q1 		$567K Sell
5,052
-5
-0.1% -$594 0.04% 179
2025
Q4 		$612K Buy
5,057
+625
+14% +$75K 0.04% 173
2025
Q3 		$525K Sell
4,432
-98
-2% -$11.2K 0.04% 184
2025
Q2 		$497K Hold
4,530
– – 0.04% 184
2025
Q1 		$444K Sell
4,530
-995
-18% -$104K 0.03% 185
2024
Q4 		$580K Sell
5,525
-25
-0.5% -$2.62K 0.04% 163
2024
Q3 		$564K Buy
5,550
+165
+3% +$16.2K 0.04% 165
2024
Q2 		$520K Sell
5,385
-445
-8% -$41.2K 0.04% 173
2024
Q1 		$543K Buy
5,830
+477
+9% +$42.4K 0.04% 178
2023
Q4 		$455K Sell
5,353
-283
-5% -$22.3K 0.04% 200
2023
Q3 		$424K Sell
5,636
-802
-12% -$62.9K 0.04% 203
2023
Q2 		$504K Sell
6,438
-535
-8% -$39.4K 0.04% 195
2023
Q1 		$500K Buy
6,973
+158
+2% +$11K 0.04% 203
2022
Q4 		$449K Sell
6,815
-250
-4% -$16.7K 0.04% 213
2022
Q3 		$444K Sell
7,065
-765
-10% -$53.7K 0.04% 206
2022
Q2 		$520K Buy
7,830
+215
+3% +$15.5K 0.05% 199
2022
Q1 		$617K Buy
7,615
+65
+0.9% +$5.23K 0.05% 193
2021
Q4 		$664K Buy
7,550
+458
+6% +$39.1K 0.05% 195
2021
Q3 		$568K Buy
7,092
+3,025
+74% +$249K 0.05% 197
2021
Q2 		$325K Buy
4,067
+600
+17% +$46.5K 0.03% 240
2021
Q1 		$256K Buy
+3,467
New +$251K 0.02% 257

Other funds holding ESGV

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
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Appleton Partners's ESGV Position: Q2 2026 in Review

Appleton Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 5,052 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #178.

Appleton Partners first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 185 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Appleton Partners held 5,052 shares of Vanguard ESG US Stock ETF worth $668K as of Q2 2026.
  • Appleton Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #178 holding.
  • Appleton Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 185 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.