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 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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Harbor Asset Planning's ESGV Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.22% in Q2 2026, buying an estimated $765 and bringing the position to 2,696 shares worth $356K. 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 5 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Harbor Asset Planning held 2,696 shares of Vanguard ESG US Stock ETF worth $356K as of Q2 2026.
Harbor Asset Planning bought 6 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $765.
Vanguard ESG US Stock ETF made up 0.27% of Harbor Asset Planning's portfolio in Q2 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 5 quarters since.
719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.