GRP
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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
2026
Q2 		$105K Buy
+795
New +$101K ﹤0.01% 2025
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 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

Global Retirement Partners's ESGV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 795 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESGV as recently as Q4 2025.

Global Retirement Partners first reported a position in ESGV in Q1 2021 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Global Retirement Partners held 795 shares of Vanguard ESG US Stock ETF worth $105K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2025 holding.
  • Global Retirement Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.