Parcion Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Parcion Private Wealth’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	$422K	Hold	3,192	–	–	0.02%	305
2026 Q1	$358K	Hold	3,192	–	–	0.02%	301
2025 Q4	$386K	Hold	3,192	–	–	0.02%	277
2025 Q3	$378K	Hold	3,192	–	–	0.02%	235
2025 Q2	$350K	Hold	3,192	–	–	0.03%	217
2025 Q1	$313K	Buy	+3,192	New	+$334K	0.03%	215

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Parcion Private Wealth's ESGV Position: Q2 2026 in Review

Parcion Private Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,192 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #305.

Parcion Private Wealth first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Parcion Private Wealth held 3,192 shares of Vanguard ESG US Stock ETF worth $422K as of Q2 2026.
Parcion Private Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #305 holding.
Parcion Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.