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

Evelyn 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 		$7.41K Buy
+56
New +$7.14K ﹤0.01% 491

Other funds holding ESGV

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evelyn Partners's ESGV Position: Q2 2026 in Review

Evelyn Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 56 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

689 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Evelyn Partners held 56 shares of Vanguard ESG US Stock ETF worth $7.41K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Evelyn Partners position in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #491 holding.
  • 689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.