HWP
ESGV icon

Highline Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Highline Wealth Partners’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 		$64.9K Hold
491
– – 0.01% 205
2026
Q1 		$55.1K Buy
491
+26
+6% +$3.09K 0.01% 165
2025
Q4 		$56.2K Buy
+465
New +$55.8K 0.02% 130

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Highline Wealth Partners's ESGV Position: Q2 2026 in Review

Highline Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 491 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #205.

Highline Wealth Partners first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Highline Wealth Partners held 491 shares of Vanguard ESG US Stock ETF worth $64.9K as of Q2 2026.
  • Highline Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Highline Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.