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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
Q2 		$410K Sell
3,103
-89
-3% -$11.3K ﹤0.01% 1953
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

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

&Partners's ESGV Position: Q2 2026 in Review

&Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q2 2026, selling an estimated $11.3K and leaving 3,103 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

&Partners first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • &Partners held 3,103 shares of Vanguard ESG US Stock ETF worth $410K as of Q2 2026.
  • &Partners sold 89 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1953 holding.
  • &Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • &Partners's Vanguard ESG US Stock ETF position peaked at $422K in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.