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P.J. Schmidt Investment Management (PJS)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$552K Sell
4,171
-3
-0.1% -$383 0.09% 124
2026
Q1 		$469K Sell
4,174
-412
-9% -$48.9K 0.08% 128
2025
Q4 		$555K Sell
4,586
-102
-2% -$12.2K 0.09% 114
2025
Q3 		$555K Buy
4,688
+118
+3% +$13.4K 0.09% 113
2025
Q2 		$501K Sell
4,570
-2,073
-31% -$209K 0.09% 118
2025
Q1 		$651K Sell
6,643
-52
-0.8% -$5.44K 0.12% 94
2024
Q4 		$702K Sell
6,695
-392
-6% -$41.1K 0.12% 91
2024
Q3 		$720K Buy
7,087
+297
+4% +$29.1K 0.12% 91
2024
Q2 		$656K Sell
6,790
-207
-3% -$19.2K 0.12% 92
2024
Q1 		$652K Buy
6,997
+1,024
+17% +$91.1K 0.12% 89
2023
Q4 		$521K Buy
5,973
+1,336
+29% +$105K 0.1% 103
2023
Q3 		$347K Buy
4,637
+253
+6% +$19.9K 0.07% 129
2023
Q2 		$353K Sell
4,384
-552
-11% -$40.6K 0.07% 129
2023
Q1 		$355K Buy
4,936
+1,650
+50% +$115K 0.07% 132
2022
Q4 		$216K Buy
3,286
+77
+2% +$5.14K 0.05% 163
2022
Q3 		$209K Buy
+3,209
New +$225K 0.05% 161

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

P.J. Schmidt Investment Management (PJS)'s ESGV Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.07% in Q2 2026, selling an estimated $383 and leaving 4,171 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #124.

P.J. Schmidt Investment Management (PJS) first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $720K in Q3 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 4,171 shares of Vanguard ESG US Stock ETF worth $552K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 3 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $383.
  • Vanguard ESG US Stock ETF made up 0.09% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #124 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Vanguard ESG US Stock ETF position peaked at $720K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.