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

Corepath 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 		$527K Sell
4,000
-69
-2% -$8.8K 0.33% 23
2026
Q1 		$477K Buy
4,069
+277
+7% +$32.9K 0.32% 22
2025
Q4 		$467K Buy
3,792
+5
+0.1% +$600 0.31% 23
2025
Q3 		$453K Buy
+3,787
New +$431K 0.33% 23
2024
Q1 		– Sell
-3,165
Closed -$264K – 27
2023
Q4 		$264K Hold
3,165
– – 0.15% 36
2023
Q3 		$240K Hold
3,165
– – 0.14% 36
2023
Q2 		$254K Hold
3,165
– – 0.15% 37
2023
Q1 		$227K Hold
3,165
– – 0.14% 38
2022
Q4 		$212K Hold
3,165
– – 0.14% 37
2022
Q3 		$203K Buy
+3,165
New +$222K 0.15% 37

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Corepath Wealth Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q2 2026, selling an estimated $8.8K and leaving 4,000 shares worth $527K. The position accounts for 0.33% of the portfolio, ranked #23.

Corepath Wealth Partners first reported a position in ESGV in Q3 2022 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Corepath Wealth Partners held 4,000 shares of Vanguard ESG US Stock ETF worth $527K as of Q2 2026.
  • Corepath Wealth Partners sold 69 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $8.8K.
  • Vanguard ESG US Stock ETF made up 0.33% of Corepath Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Corepath Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.