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&Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

&Partners’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
Q1 		$334K Sell
3,192
-300
-9% -$35.6K ﹤0.01% 1924
2025
Q4 		$422K Buy
3,492
+421
+14% +$50.5K ﹤0.01% 1725
2025
Q3 		$364K Buy
3,071
+717
+30% +$81.6K ﹤0.01% 1644
2025
Q2 		$258K Buy
+2,354
New +$237K ﹤0.01% 1697

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's ESGV Position: Q1 2026 in Review

&Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.6% in Q1 2026, selling an estimated $35.6K and leaving 3,192 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

&Partners first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $422K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • &Partners held 3,192 shares of Vanguard ESG US Stock ETF worth $334K as of Q1 2026.
  • &Partners sold 300 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $35.6K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1924 holding.
  • &Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Vanguard ESG US Stock ETF position peaked at $422K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.