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Halbert Hargrove Global Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Halbert Hargrove Global Advisors’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 		$620K Sell
4,685
-319
-6% -$40.7K 0.03% 63
2026
Q1 		$562K Sell
5,004
-126
-2% -$15K 0.03% 60
2025
Q4 		$621K Sell
5,130
-636
-11% -$76.3K 0.03% 58
2025
Q3 		$683K Buy
5,766
+1,236
+27% +$141K 0.03% 59
2025
Q2 		$497K Sell
4,530
-4,671
-51% -$471K 0.03% 56
2025
Q1 		$901K Sell
9,201
-833
-8% -$87.1K 0.05% 45
2024
Q4 		$1.05M Sell
10,034
-86
-0.8% -$9.02K 0.06% 46
2024
Q3 		$1.03M Sell
10,120
-138
-1% -$13.5K 0.06% 45
2024
Q2 		$991K Sell
10,258
-408
-4% -$37.8K 0.06% 46
2024
Q1 		$994K Sell
10,666
-10
-0.1% -$889 0.07% 48
2023
Q4 		$908K Sell
10,676
-329
-3% -$25.9K 0.06% 51
2023
Q3 		$828K Sell
11,005
-387
-3% -$30.4K 0.06% 45
2023
Q2 		$893K Sell
11,392
-516
-4% -$38K 0.07% 43
2023
Q1 		$854K Sell
11,908
-160
-1% -$11.2K 0.06% 56
2022
Q4 		$795K Sell
12,068
-2,183
-15% -$146K 0.06% 55
2022
Q3 		$897K Sell
14,251
-6
-0% -$421 0.07% 50
2022
Q2 		$947K Buy
14,257
+3,479
+32% +$251K 0.07% 52
2022
Q1 		$874K Sell
10,778
-181
-2% -$14.6K 0.06% 60
2021
Q4 		$963K Sell
10,959
-56
-0.5% -$4.78K 0.06% 57
2021
Q3 		$882K Buy
11,015
+17
+0.2% +$1.4K 0.06% 48
2021
Q2 		$880K Sell
10,998
-143
-1% -$11.1K 0.06% 50
2021
Q1 		$822K Buy
11,141
+20
+0.2% +$1.45K 0.06% 47
2020
Q4 		$780K Sell
11,121
-8,687
-44% -$573K 0.06% 41
2020
Q3 		$1.22M Buy
19,808
+56
+0.3% +$3.4K 0.12% 26
2020
Q2 		$1.11M Buy
19,752
+933
+5% +$49.1K 0.16% 25
2020
Q1 		$862K Buy
+18,819
New +$1.02M 0.15% 24

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

Halbert Hargrove Global Advisors's ESGV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.4% in Q2 2026, selling an estimated $40.7K and leaving 4,685 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #63.

Halbert Hargrove Global Advisors first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.22M in Q3 2020. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4,685 shares of Vanguard ESG US Stock ETF worth $620K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 319 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard ESG US Stock ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #63 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard ESG US Stock ETF position peaked at $1.22M in Q3 2020.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.