NIM
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Northeast Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Northeast Investment Management’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 		$764K Buy
5,775
+216
+4% +$27.5K 0.03% 123
2026
Q1 		$624K Buy
5,559
+73
+1% +$8.67K 0.03% 129
2025
Q4 		$664K Buy
5,486
+7
+0.1% +$840 0.03% 129
2025
Q3 		$649K Buy
5,479
+32
+0.6% +$3.64K 0.03% 122
2025
Q2 		$597K Buy
5,447
+73
+1% +$7.36K 0.03% 121
2025
Q1 		$526K Sell
5,374
-1,181
-18% -$123K 0.02% 126
2024
Q4 		$688K Sell
6,555
-20
-0.3% -$2.1K 0.03% 119
2024
Q3 		$668K Buy
6,575
+58
+0.9% +$5.68K 0.03% 124
2024
Q2 		$630K Sell
6,517
-2,279
-26% -$211K 0.03% 123
2024
Q1 		$820K Buy
8,796
+7
+0.1% +$622 0.04% 122
2023
Q4 		$748K Buy
8,789
+197
+2% +$15.5K 0.04% 119
2023
Q3 		$646K Buy
8,592
+410
+5% +$32.2K 0.04% 119
2023
Q2 		$641K Buy
8,182
+366
+5% +$26.9K 0.04% 118
2023
Q1 		$560K Buy
7,816
+508
+7% +$35.4K 0.03% 120
2022
Q4 		$481K Buy
7,308
+337
+5% +$22.5K 0.03% 131
2022
Q3 		$439K Sell
6,971
-9,035
-56% -$634K 0.03% 125
2022
Q2 		$1.06M Sell
16,006
-3,240
-17% -$234K 0.07% 96
2022
Q1 		$1.56M Sell
19,246
-1,140
-6% -$91.7K 0.08% 93
2021
Q4 		$1.79M Sell
20,386
-115
-0.6% -$9.82K 0.09% 92
2021
Q3 		$1.64M Buy
20,501
+277
+1% +$22.8K 0.09% 93
2021
Q2 		$1.62M Buy
20,224
+2,790
+16% +$216K 0.09% 98
2021
Q1 		$1.29M Buy
17,434
+2,785
+19% +$202K 0.08% 103
2020
Q4 		$1.03M Buy
+14,649
New +$967K 0.06% 105

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Northeast Investment Management's ESGV Position: Q2 2026 in Review

Northeast Investment Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.9% in Q2 2026, buying an estimated $27.5K and bringing the position to 5,775 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #123.

Northeast Investment Management first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2021. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Northeast Investment Management held 5,775 shares of Vanguard ESG US Stock ETF worth $764K as of Q2 2026.
  • Northeast Investment Management bought 216 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard ESG US Stock ETF made up 0.03% of Northeast Investment Management's portfolio in Q2 2026, its #123 holding.
  • Northeast Investment Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Northeast Investment Management's Vanguard ESG US Stock ETF position peaked at $1.79M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.