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

Canopy 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	$597K	Buy	4,512 +1,714	+61%	+$219K	0.18%	108
2026 Q1	$314K	Buy	2,798 +599	+27%	+$71.1K	0.11%	160
2025 Q4	$266K	Sell	2,199 -234	-10%	-$28.1K	0.09%	179
2025 Q3	$288K	Sell	2,433 -41	-2%	-$4.67K	0.1%	165
2025 Q2	$271K	Sell	2,474 -5,802	-70%	-$585K	0.1%	165
2025 Q1	$811K	Buy	8,276 +156	+2%	+$16.3K	0.32%	70
2024 Q4	$852K	Buy	8,120 +173	+2%	+$18.2K	0.33%	67
2024 Q3	$808K	Buy	+7,947	New	+$779K	0.35%	65

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

Canopy Partners's ESGV Position: Q2 2026 in Review

Canopy Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 61% in Q2 2026, buying an estimated $219K and bringing the position to 4,512 shares worth $597K. The position accounts for 0.18% of the portfolio, ranked #108.

Canopy Partners first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $852K in Q4 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Canopy Partners held 4,512 shares of Vanguard ESG US Stock ETF worth $597K as of Q2 2026.
Canopy Partners bought 1,714 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $219K.
Vanguard ESG US Stock ETF made up 0.18% of Canopy Partners's portfolio in Q2 2026, its #108 holding.
Canopy Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
Canopy Partners's Vanguard ESG US Stock ETF position peaked at $852K in Q4 2024.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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