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Harpswell Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Harpswell Capital 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
Q3 		$13.5M Sell
99,500
-29,950
-23% -$4.03M 8.85% 3
2026
Q2 		$17.1M Buy
129,450
+900
+0.7% +$115K 10.99% 2
2026
Q1 		$14.4M Buy
128,550
+3,000
+2% +$356K 10.75% 2
2025
Q4 		$15.2M Sell
125,550
-6,601
-5% -$792K 12.04% 2
2025
Q3 		$15.7M Buy
+132,151
New +$15M 14.93% 2

Other funds holding ESGV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Harpswell Capital Advisors's ESGV Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 23% in Q3 2026, selling an estimated $4.03M and leaving 99,500 shares worth $13.5M. The position accounts for 8.85% of the portfolio, ranked #3.

Harpswell Capital Advisors first reported a position in ESGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.1M in Q2 2026. 40 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Harpswell Capital Advisors held 99,500 shares of Vanguard ESG US Stock ETF worth $13.5M as of Q3 2026.
  • Harpswell Capital Advisors sold 29,950 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $4.03M.
  • Vanguard ESG US Stock ETF made up 8.85% of Harpswell Capital Advisors's portfolio in Q3 2026, its #3 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's Vanguard ESG US Stock ETF position peaked at $17.1M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.