Harbor Asset Planning
ESGV icon

Harbor Asset Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Harbor Asset Planning’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
Q3 		$366K Buy
2,702
+6
+0.2% +$807 0.27% 74
2026
Q2 		$356K Buy
2,696
+6
+0.2% +$765 0.27% 74
2026
Q1 		$302K Sell
2,690
-129
-5% -$15.3K 0.25% 78
2025
Q4 		$341K Buy
2,819
+6
+0.2% +$720 0.29% 69
2025
Q3 		$333K Buy
2,813
+7
+0.2% +$797 0.3% 66
2025
Q2 		$308K Buy
+2,806
New +$283K 0.29% 67

Other funds holding ESGV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Harbor Asset Planning's ESGV Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.22% in Q3 2026, buying an estimated $807 and bringing the position to 2,702 shares worth $366K. The position accounts for 0.27% of the portfolio, ranked #74.

Harbor Asset Planning first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Harbor Asset Planning held 2,702 shares of Vanguard ESG US Stock ETF worth $366K as of Q3 2026.
  • Harbor Asset Planning bought 6 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $807.
  • Vanguard ESG US Stock ETF made up 0.27% of Harbor Asset Planning's portfolio in Q3 2026, its #74 holding.
  • Harbor Asset Planning first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.