Clean Yield Group
ESGV icon

Clean Yield Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clean Yield 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
Q3 		$36.6K Buy
+270
New +$36.3K 0.01% 262
2026
Q1 		– Sell
-455
Closed -$55K – 397
2025
Q4 		$55K Hold
455
– – 0.02% 219
2025
Q3 		$53.9K Buy
+455
New +$51.8K 0.02% 221

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IMPACTfolio
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
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
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Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Clean Yield Group's ESGV Position: Q3 2026 in Review

Clean Yield Group opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2026: 270 shares worth $36.6K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in ESGV as recently as Q4 2025.

Clean Yield Group first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $55K in Q4 2025. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Clean Yield Group held 270 shares of Vanguard ESG US Stock ETF worth $36.6K as of Q3 2026.
  • Vanguard ESG US Stock ETF was a new Clean Yield Group position in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #262 holding.
  • Clean Yield Group first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Clean Yield Group's Vanguard ESG US Stock ETF position peaked at $55K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.