Focus Partners Wealth
ESGV icon

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

Focus Partners Wealth’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 		$17.7M Sell
133,546
-2,773
-2% -$354K 0.02% 539
2026
Q1 		$15.4M Buy
136,319
+4,550
+3% +$540K 0.02% 582
2025
Q4 		$15.9M Buy
131,769
+13,375
+11% +$1.6M 0.02% 549
2025
Q3 		$14M Buy
118,394
+1,796
+2% +$204K 0.02% 475
2025
Q2 		$12.8M Buy
116,598
+3,991
+4% +$402K 0.03% 453
2025
Q1 		$11M Buy
112,607
+5,711
+5% +$597K 0.03% 458
2024
Q4 		$11.2M Buy
106,896
+550
+0.5% +$57.7K 0.03% 442
2024
Q3 		$10.8M Buy
106,346
+69,672
+190% +$6.83M 0.03% 394
2024
Q2 		$3.54M Buy
36,674
+18,256
+99% +$1.69M 0.01% 557
2024
Q1 		$1.72M Buy
18,418
+1,134
+7% +$101K 0.01% 511
2023
Q4 		$1.47M Buy
+17,284
New +$1.36M 0.02% 395

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

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

Focus Partners Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q2 2026, selling an estimated $354K and leaving 133,546 shares worth $17.7M. The position accounts for 0.02% of the portfolio, ranked #539.

Focus Partners Wealth first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Focus Partners Wealth held 133,546 shares of Vanguard ESG US Stock ETF worth $17.7M as of Q2 2026.
  • Focus Partners Wealth sold 2,773 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $354K.
  • Vanguard ESG US Stock ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #539 holding.
  • Focus Partners Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.