NPF
ESGV icon

Norris Perne & French’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Norris Perne & French’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 		$265K Hold
2,007
– – 0.01% 134
2026
Q1 		$225K Sell
2,007
-100
-5% -$11.9K 0.01% 145
2025
Q4 		$255K Buy
2,107
+157
+8% +$18.8K 0.02% 142
2025
Q3 		$231K Hold
1,950
– – 0.02% 146
2025
Q2 		$214K Buy
+1,950
New +$197K 0.01% 148

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

Norris Perne & French's ESGV Position: Q2 2026 in Review

Norris Perne & French held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,007 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #134.

Norris Perne & French first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Norris Perne & French held 2,007 shares of Vanguard ESG US Stock ETF worth $265K as of Q2 2026.
  • Norris Perne & French left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #134 holding.
  • Norris Perne & French first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.