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Chicago Partners Investment Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Chicago Partners Investment Group’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 		$628K Sell
4,828
-307
-6% -$39.1K 0.01% 862
2026
Q1 		$642K Buy
5,135
+8
+0.2% +$950 0.01% 745
2025
Q4 		$624K Buy
5,127
+8
+0.2% +$960 0.02% 650
2025
Q3 		$627K Buy
5,119
+75
+1% +$8.54K 0.02% 579
2025
Q2 		$567K Buy
5,044
+7
+0.1% +$706 0.02% 550
2025
Q1 		$498K Buy
5,037
+283
+6% +$29.6K 0.02% 516
2024
Q4 		$501K Buy
4,754
+143
+3% +$15K 0.02% 512
2024
Q3 		$471K Buy
4,611
+8
+0.2% +$784 0.02% 505
2024
Q2 		$442K Sell
4,603
-26
-0.6% -$2.41K 0.02% 499
2024
Q1 		$413K Buy
4,629
+2
+0% +$178 0.02% 501
2023
Q4 		$402K Buy
4,627
+536
+13% +$42.2K 0.02% 474
2023
Q3 		$302K Buy
+4,091
New +$321K 0.02% 506

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Chicago Partners Investment Group's ESGV Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6% in Q2 2026, selling an estimated $39.1K and leaving 4,828 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #862.

Chicago Partners Investment Group first reported a position in ESGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $642K in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Chicago Partners Investment Group held 4,828 shares of Vanguard ESG US Stock ETF worth $628K as of Q2 2026.
  • Chicago Partners Investment Group sold 307 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $39.1K.
  • Vanguard ESG US Stock ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #862 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • Chicago Partners Investment Group's Vanguard ESG US Stock ETF position peaked at $642K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.