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Partners Capital Investment Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Partners Capital Investment Group’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
2025
Q2 		– Sell
-440,383
Closed -$43.1M – 169
2025
Q1 		$43.1M Buy
440,383
+81,557
+23% +$8.53M 0.73% 27
2024
Q4 		$37.6M Sell
358,826
-33,970
-9% -$3.56M 1.04% 26
2024
Q3 		$39.9M Buy
392,796
+71,822
+22% +$7.04M 0.64% 31
2024
Q2 		$31.1M Buy
320,974
+107,937
+51% +$10M 0.53% 33
2024
Q1 		$19.9M Buy
213,037
+178,102
+510% +$15.8M 0.54% 34
2023
Q4 		$2.97M Buy
34,935
+18,982
+119% +$1.5M 0.07% 111
2023
Q3 		$1.2M Sell
15,953
-1,495
-9% -$117K 0.03% 135
2023
Q2 		$1.37M Hold
17,448
– – 0.03% 136
2023
Q1 		$1.25M Sell
17,448
-16,535
-49% -$1.15M 0.05% 101
2022
Q4 		$2.24M Buy
33,983
+18,614
+121% +$1.24M 0.11% 88
2022
Q3 		$967K Sell
15,369
-40,333
-72% -$2.83M 0.06% 107
2022
Q2 		$3.7M Buy
55,702
+4,346
+8% +$314K 0.25% 63
2022
Q1 		$4.16M Buy
51,356
+873
+2% +$70.2K 0.2% 74
2021
Q4 		$4.44M Hold
50,483
– – 0.21% 82
2021
Q3 		$4.04M Hold
50,483
– – 0.19% 73
2021
Q2 		$4.04M Buy
50,483
+39,647
+366% +$3.08M 0.18% 78
2021
Q1 		$799K Hold
10,836
– – 0.04% 127
2020
Q4 		$760K Sell
10,836
-30,146
-74% -$1.99M 0.04% 102
2020
Q3 		$2.53M Sell
40,982
-21,500
-34% -$1.31M 0.16% 74
2020
Q2 		$3.52M Buy
62,482
+50,567
+424% +$2.66M 0.17% 70
2020
Q1 		$546K Buy
+11,915
New +$643K 0.04% 78

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Partners Capital Investment Group's ESGV Position: Q2 2025 in Review

Partners Capital Investment Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 440,383 shares — an estimated $43.1M sold.

Partners Capital Investment Group first reported a position in ESGV in Q1 2020 and held it in 21 quarters. The position peaked at $43.1M in Q1 2025. 621 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Partners Capital Investment Group reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 440,383 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $43.1M.
  • Partners Capital Investment Group first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 21 quarters.
  • Partners Capital Investment Group's Vanguard ESG US Stock ETF position peaked at $43.1M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.