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HM Payson & Co’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HM Payson & Co’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 		$307K Buy
2,324
+249
+12% +$31.7K ﹤0.01% 378
2026
Q1 		$233K Hold
2,075
– – ﹤0.01% 409
2025
Q4 		$251K Hold
2,075
– – ﹤0.01% 385
2025
Q3 		$246K Buy
2,075
+1,081
+109% +$123K ﹤0.01% 391
2025
Q2 		$109K Buy
994
+93
+10% +$9.38K ﹤0.01% 521
2025
Q1 		$88.3K Hold
901
– – ﹤0.01% 542
2024
Q4 		$94.5K Hold
901
– – ﹤0.01% 538
2024
Q3 		$91.6K Hold
901
– – ﹤0.01% 532
2024
Q2 		$87.1K Hold
901
– – ﹤0.01% 523
2024
Q1 		$84K Hold
901
– – ﹤0.01% 523
2023
Q4 		$76.6K Buy
+901
New +$71K ﹤0.01% 524

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

HM Payson & Co's ESGV Position: Q2 2026 in Review

HM Payson & Co increased its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q2 2026, buying an estimated $31.7K and bringing the position to 2,324 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

HM Payson & Co first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • HM Payson & Co held 2,324 shares of Vanguard ESG US Stock ETF worth $307K as of Q2 2026.
  • HM Payson & Co bought 249 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $31.7K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #378 holding.
  • HM Payson & Co first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.