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Palisades Hudson Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Palisades Hudson Asset 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 		$6.72M Buy
50,847
+4,195
+9% +$535K 2.35% 11
2026
Q1 		$5.24M Buy
46,652
+5,513
+13% +$655K 2.04% 15
2025
Q4 		$4.98M Buy
41,139
+4,663
+13% +$559K 1.93% 16
2025
Q3 		$4.32M Buy
36,476
+2,964
+9% +$337K 1.57% 20
2025
Q2 		$3.67M Buy
33,512
+80
+0.2% +$8.06K 1.44% 20
2025
Q1 		$3.27M Buy
33,432
+88
+0.3% +$9.2K 1.49% 18
2024
Q4 		$3.5M Buy
33,344
+90
+0.3% +$9.44K 1.47% 18
2024
Q3 		$3.38M Buy
33,254
+93
+0.3% +$9.12K 1.43% 19
2024
Q2 		$3.2M Buy
33,161
+103
+0.3% +$9.55K 1.47% 18
2024
Q1 		$3.08M Buy
33,058
+18,329
+124% +$1.63M 1.4% 17
2023
Q4 		$1.25M Buy
14,729
+56
+0.4% +$4.41K 0.61% 27
2023
Q3 		$1.1M Buy
14,673
+51
+0.3% +$4K 0.6% 27
2023
Q2 		$1.15M Buy
14,622
+39
+0.3% +$2.87K 0.6% 27
2023
Q1 		$1.05M Buy
14,583
+40
+0.3% +$2.79K 0.56% 26
2022
Q4 		$958K Buy
14,543
+6,966
+92% +$465K 0.53% 25
2022
Q3 		$477K Buy
+7,577
New +$532K 0.29% 46
2022
Q2 		– Sell
-7,837
Closed -$635K – 105
2022
Q1 		$635K Sell
7,837
-6,591
-46% -$530K 0.3% 42
2021
Q4 		$1.27M Buy
14,428
+7,234
+101% +$618K 0.54% 25
2021
Q3 		$576K Buy
+7,194
New +$593K 0.26% 48

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

Palisades Hudson Asset Management's ESGV Position: Q2 2026 in Review

Palisades Hudson Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 9% in Q2 2026, buying an estimated $535K and bringing the position to 50,847 shares worth $6.72M. The position accounts for 2.35% of the portfolio, ranked #11.

Palisades Hudson Asset Management first reported a position in ESGV in Q3 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Palisades Hudson Asset Management held 50,847 shares of Vanguard ESG US Stock ETF worth $6.72M as of Q2 2026.
  • Palisades Hudson Asset Management bought 4,195 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $535K.
  • Vanguard ESG US Stock ETF made up 2.35% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #11 holding.
  • Palisades Hudson Asset Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.