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 Q3	$416K	Sell	3,014 -986	-25%	-$133K	0.29%	25
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

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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 Skopje $520M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Corepath Wealth Partners's ESGV Position: Q3 2026 in Review

Corepath Wealth Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 25% in Q3 2026, selling an estimated $133K and leaving 3,014 shares worth $416K. The position accounts for 0.29% of the portfolio, ranked #25.

Corepath Wealth Partners first reported a position in ESGV in Q3 2022 and has held it in 11 quarters since. The position peaked at $527K in Q2 2026. 187 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Corepath Wealth Partners held 3,014 shares of Vanguard ESG US Stock ETF worth $416K as of Q3 2026.
Corepath Wealth Partners sold 986 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $133K.
Vanguard ESG US Stock ETF made up 0.29% of Corepath Wealth Partners's portfolio in Q3 2026, its #25 holding.
Corepath Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 11 quarters since.
Corepath Wealth Partners's Vanguard ESG US Stock ETF position peaked at $527K in Q2 2026.
187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.