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

Concord 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 		$207K Buy
+1,562
New +$199K 0.02% 217
2026
Q1 		– Sell
-1,562
Closed -$189K – 372
2025
Q4 		$189K Hold
1,562
– – 0.02% 199
2025
Q3 		$185K Sell
1,562
-779
-33% -$88.7K 0.03% 198
2025
Q2 		$257K Hold
2,341
– – 0.04% 181
2025
Q1 		$229K Hold
2,341
– – 0.04% 185
2024
Q4 		$246K Sell
2,341
-323
-12% -$33.9K 0.04% 187
2024
Q3 		$271K Buy
2,664
+308
+13% +$30.2K 0.05% 180
2024
Q2 		$228K Hold
2,356
– – 0.04% 186
2024
Q1 		$220K Hold
2,356
– – 0.04% 201
2023
Q4 		$200K Buy
2,356
+1,540
+189% +$121K 0.04% 194
2023
Q3 		$61.4K Buy
+816
New +$64K 0.01% 351

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

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

Concord Wealth Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,562 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ESGV as recently as Q4 2025.

Concord Wealth Partners first reported a position in ESGV in Q3 2023 and has held it in 11 quarters since. The position peaked at $271K in Q3 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Concord Wealth Partners held 1,562 shares of Vanguard ESG US Stock ETF worth $207K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Concord Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 11 quarters since.
  • Concord Wealth Partners's Vanguard ESG US Stock ETF position peaked at $271K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.