CMP
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Coston McIsaac & Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Coston McIsaac & 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 		$825K Buy
6,248
+640
+11% +$81.6K 0.17% 77
2026
Q1 		$629K Sell
5,608
-492
-8% -$58.4K 0.14% 77
2025
Q4 		$737K Buy
6,100
+40
+0.7% +$4.8K 0.17% 75
2025
Q3 		$717K Buy
6,060
+51
+0.8% +$5.81K 0.17% 77
2025
Q2 		$658K Buy
6,009
+378
+7% +$38.1K 0.17% 79
2025
Q1 		$550K Sell
5,631
-53
-0.9% -$5.54K 0.16% 73
2024
Q4 		$595K Buy
5,684
+162
+3% +$17K 0.18% 74
2024
Q3 		$561 Buy
5,522
+198
+4% +$19.4K 0.16% 75
2024
Q2 		$514K Buy
5,324
+239
+5% +$22.2K 0.16% 74
2024
Q1 		$473K Buy
5,085
+475
+10% +$42.2K 0.15% 77
2023
Q4 		$391K Buy
4,610
+696
+18% +$54.9K 0.14% 81
2023
Q3 		$293K Buy
3,914
+496
+15% +$38.9K 0.11% 84
2023
Q2 		$267K Buy
3,418
+1,538
+82% +$113K 0.09% 96
2023
Q1 		$134K Buy
1,880
+369
+24% +$25.7K 0.05% 146
2022
Q4 		$99 Buy
1,511
+78
+5% +$5.2K 0.04% 175
2022
Q3 		$90K Buy
1,433
+122
+9% +$8.56K 0.04% 156
2022
Q2 		$87K Buy
+1,311
New +$94.7K 0.05% 101

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

Coston McIsaac & Partners's ESGV Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q2 2026, buying an estimated $81.6K and bringing the position to 6,248 shares worth $825K. The position accounts for 0.17% of the portfolio, ranked #77.

Coston McIsaac & Partners first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Coston McIsaac & Partners held 6,248 shares of Vanguard ESG US Stock ETF worth $825K as of Q2 2026.
  • Coston McIsaac & Partners bought 640 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $81.6K.
  • Vanguard ESG US Stock ETF made up 0.17% of Coston McIsaac & Partners's portfolio in Q2 2026, its #77 holding.
  • Coston McIsaac & Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.