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Harbour Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Harbour Investments’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
Q1 		$4.13M Buy
36,783
+4,422
+14% +$525K 0.06% 278
2025
Q4 		$3.91M Buy
32,361
+2,049
+7% +$246K 0.08% 234
2025
Q3 		$3.59M Buy
30,312
+2,335
+8% +$266K 0.08% 225
2025
Q2 		$3.07M Buy
27,977
+6,217
+29% +$627K 0.08% 229
2025
Q1 		$2.13M Buy
21,760
+3,330
+18% +$348K 0.06% 276
2024
Q4 		$1.93M Buy
18,430
+560
+3% +$58.8K 0.06% 296
2024
Q3 		$1.82M Buy
17,870
+4,075
+30% +$399K 0.05% 292
2024
Q2 		$1.33M Buy
13,795
+1,948
+16% +$181K 0.05% 347
2024
Q1 		$1.1M Buy
11,847
+3,132
+36% +$278K 0.04% 391
2023
Q4 		$741K Sell
8,715
-3,415
-28% -$269K 0.03% 432
2023
Q3 		$912K Buy
12,130
+1,169
+11% +$91.7K 0.05% 346
2023
Q2 		$859K Buy
10,961
+453
+4% +$33.4K 0.04% 372
2023
Q1 		$754K Buy
10,508
+6,032
+135% +$420K 0.04% 378
2022
Q4 		$295K Buy
4,476
+1,622
+57% +$108K 0.02% 602
2022
Q3 		$190K Hold
2,854
– – 0.01% 709
2022
Q2 		$190K Buy
+2,854
New +$206K 0.01% 709
2021
Q4 		$354K Buy
4,030
+324
+9% +$27.7K 0.02% 517
2021
Q3 		$297K Buy
3,706
+28
+0.8% +$2.31K 0.01% 843
2021
Q2 		$294K Buy
3,678
+105
+3% +$8.14K 0.01% 875
2021
Q1 		$264K Buy
+3,573
New +$259K 0.01% 854

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's ESGV Position: Q1 2026 in Review

Harbour Investments increased its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q1 2026, buying an estimated $525K and bringing the position to 36,783 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #278.

Harbour Investments first reported a position in ESGV in Q1 2021 and has held it in 20 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Harbour Investments held 36,783 shares of Vanguard ESG US Stock ETF worth $4.13M as of Q1 2026.
  • Harbour Investments bought 4,422 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $525K.
  • Vanguard ESG US Stock ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #278 holding.
  • Harbour Investments first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 20 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.