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

NerdWallet 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	$205K	Buy	+1,553	New	+$198K	0.07%	68

Other funds holding ESGV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return