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DDD Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DDD 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 		$223K Buy
+1,690
New +$215K 0.01% 153
2026
Q1 		– Sell
-1,690
Closed -$204K – 148
2025
Q4 		$204K Hold
1,690
– – 0.01% 125
2025
Q3 		$200K Buy
+1,690
New +$192K 0.01% 124

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

DDD Partners's ESGV Position: Q2 2026 in Review

DDD Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,690 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: DDD Partners previously reported a position in ESGV as recently as Q4 2025.

DDD Partners first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • DDD Partners held 1,690 shares of Vanguard ESG US Stock ETF worth $223K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new DDD Partners position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of DDD Partners's portfolio in Q2 2026, its #153 holding.
  • DDD Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.