Hemington Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Hemington Wealth Management’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
2025 Q3	$415K	Hold	3,511	–	–	0.05%	90
2025 Q2	$384K	Hold	3,511	–	–	0.06%	90
2025 Q1	$343K	Hold	3,511	–	–	0.05%	90
2024 Q4	$368K	Sell	3,511 -229	-6%	-$24K	0.09%	87
2024 Q3	$376K	Sell	3,740 -530	-12%	-$51.9K	0.1%	86
2024 Q2	$412K	Sell	4,270 -8	-0.2%	-$742	0.14%	80
2024 Q1	$399K	Buy	4,278 +85	+2%	+$7.56K	0.14%	84
2023 Q4	$357K	Buy	4,193 +56	+1%	+$4.41K	0.14%	80
2023 Q3	$311K	Buy	4,137 +14	+0.3%	+$1.1K	0.15%	73
2023 Q2	$323K	Hold	4,123	–	–	0.13%	75
2023 Q1	$295K	Hold	4,123	–	–	0.12%	81
2022 Q4	$271K	Buy	4,123 +59	+1%	+$3.94K	0.12%	81
2022 Q3	$256K	Buy	4,064 +431	+12%	+$30.3K	0.11%	79
2022 Q2	$241K	Sell	3,633 -1,418	-28%	-$102K	0.1%	91
2022 Q1	$410K	Buy	+5,051	New	+$406K	0.14%	75

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Hemington Wealth Management's ESGV Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2025 at 3,511 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #90.

Hemington Wealth Management first reported a position in ESGV in Q1 2022 and has held it in 15 quarters since. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

Hemington Wealth Management held 3,511 shares of Vanguard ESG US Stock ETF worth $415K as of Q3 2025.
Hemington Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q3 2025.
Vanguard ESG US Stock ETF made up 0.05% of Hemington Wealth Management's portfolio in Q3 2025, its #90 holding.
Hemington Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 15 quarters since.
640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.