Global Retirement Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Global Retirement 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
2025 Q4	$95.9K	Sell	793 -44	-5%	-$5.28K	﹤0.01%	1946
2025 Q3	$99.1K	Buy	837 +1	+0.1%	+$114	﹤0.01%	1515
2025 Q2	$91.6K	Buy	+836	New	+$84.3K	﹤0.01%	1484
2024 Q4	$56K	Buy	534 +18	+3%	+$1.89K	﹤0.01%	1570
2024 Q3	$52.5K	Buy	516 +1	+0.2%	+$98	﹤0.01%	1533
2024 Q2	$49.8K	Buy	515 +365	+243%	+$33.8K	﹤0.01%	1538
2024 Q1	$14K	Buy	150 +50	+50%	+$4.45K	﹤0.01%	1966
2023 Q4	$8.49K	Hold	100	–	–	﹤0.01%	2132
2023 Q3	$7.49K	Hold	100	–	–	﹤0.01%	2064
2023 Q2	$7.83K	Hold	100	–	–	﹤0.01%	2052
2023 Q1	$7.12K	Buy	+100	New	+$6.97K	﹤0.01%	2048
2021 Q4	–	Sell	-227	Closed	-$18K	–	673
2021 Q3	$18K	Hold	227	–	–	﹤0.01%	1236
2021 Q2	$18K	Sell	227 -105	-32%	-$8.14K	﹤0.01%	1215
2021 Q1	$24K	Buy	+332	New	+$24K	﹤0.01%	1048

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Global Retirement Partners's ESGV Position: Q4 2025 in Review

Global Retirement Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 5.3% in Q4 2025, selling an estimated $5.28K and leaving 793 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Global Retirement Partners first reported a position in ESGV in Q1 2021 and has held it in 14 quarters since. The position peaked at $99.1K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Global Retirement Partners held 793 shares of Vanguard ESG US Stock ETF worth $95.9K as of Q4 2025.
Global Retirement Partners sold 44 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $5.28K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1946 holding.
Global Retirement Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 14 quarters since.
Global Retirement Partners's Vanguard ESG US Stock ETF position peaked at $99.1K in Q3 2025.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.