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HUB Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HUB Investment 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 		$22.7M Buy
171,322
+231
+0.1% +$29.5K 0.41% 47
2026
Q1 		$19.2M Buy
171,091
+281
+0.2% +$33.4K 0.46% 37
2025
Q4 		$20.7M Buy
170,810
+63,587
+59% +$7.63M 0.53% 36
2025
Q3 		$12.7M Buy
107,223
+63,664
+146% +$7.25M 0.42% 53
2025
Q2 		$4.78M Buy
+43,559
New +$4.39M 0.16% 118

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

HUB Investment Partners's ESGV Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.14% in Q2 2026, buying an estimated $29.5K and bringing the position to 171,322 shares worth $22.7M. The position accounts for 0.41% of the portfolio, ranked #47.

HUB Investment Partners first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • HUB Investment Partners held 171,322 shares of Vanguard ESG US Stock ETF worth $22.7M as of Q2 2026.
  • HUB Investment Partners bought 231 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $29.5K.
  • Vanguard ESG US Stock ETF made up 0.41% of HUB Investment Partners's portfolio in Q2 2026, its #47 holding.
  • HUB Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.