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

Baldwin 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 		$426K Buy
3,220
+542
+20% +$69.1K 0.03% 158
2026
Q1 		$301K Buy
+2,678
New +$318K 0.02% 182
2025
Q4 		– Sell
-3,228
Closed -$382K – 246
2025
Q3 		$382K Sell
3,228
-620
-16% -$70.6K 0.02% 172
2025
Q2 		$422K Hold
3,848
– – 0.03% 156
2025
Q1 		$377K Sell
3,848
-300
-7% -$31.4K 0.03% 164
2024
Q4 		$435K Buy
4,148
+1,910
+85% +$200K 0.03% 164
2024
Q3 		$227K Hold
2,238
– – 0.02% 310
2024
Q2 		$216K Hold
2,238
– – 0.02% 191
2024
Q1 		$209K Buy
2,238
+517
+30% +$46K 0.02% 206
2023
Q4 		$146K Hold
1,721
– – 0.01% 238
2023
Q3 		$129K Buy
1,721
+801
+87% +$62.8K 0.01% 270
2023
Q2 		$72.1K Hold
920
– – 0.01% 364
2023
Q1 		$66K Hold
920
– – 0.01% 380
2022
Q4 		$60.6K Buy
+920
New +$61.4K 0.01% 391

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
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
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

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

Baldwin Wealth Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 20% in Q2 2026, buying an estimated $69.1K and bringing the position to 3,220 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #158.

Baldwin Wealth Partners first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $435K in Q4 2024. 336 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Baldwin Wealth Partners held 3,220 shares of Vanguard ESG US Stock ETF worth $426K as of Q2 2026.
  • Baldwin Wealth Partners bought 542 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $69.1K.
  • Vanguard ESG US Stock ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Baldwin Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Baldwin Wealth Partners's Vanguard ESG US Stock ETF position peaked at $435K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.