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 Q3	$436K	Hold	3,220	–	–	0.03%	159
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

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Baldwin Wealth Partners's ESGV Position: Q3 2026 in Review

Baldwin Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 3,220 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #159.

Baldwin Wealth Partners first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Baldwin Wealth Partners held 3,220 shares of Vanguard ESG US Stock ETF worth $436K as of Q3 2026.
Baldwin Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
Vanguard ESG US Stock ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #159 holding.
Baldwin Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
318 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.