Pathstone Holdings
ESGV icon

Pathstone Holdings’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pathstone Holdings’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 		$11.1M Buy
83,825
+2,598
+3% +$331K 0.03% 374
2026
Q1 		$9.12M Hold
81,227
– – 0.04% 371
2025
Q4 		$9.83M Sell
81,227
-7,174
-8% -$861K 0.04% 345
2025
Q3 		$10.5M Sell
88,401
-25,966
-23% -$2.96M 0.04% 322
2025
Q2 		$9.77M Buy
114,367
+25,290
+28% +$2.55M 0.04% 335
2025
Q1 		$8.73M Sell
89,077
-914
-1% -$95.6K 0.04% 382
2024
Q4 		$9.44M Buy
89,991
+4,743
+6% +$498K 0.04% 337
2024
Q3 		$8.67M Sell
85,248
-419
-0.5% -$41.1K 0.04% 379
2024
Q2 		$8.28M Sell
85,667
-418
-0.5% -$38.7K 0.04% 363
2024
Q1 		$8.02M Sell
86,085
-11,099
-11% -$987K 0.04% 373
2023
Q4 		$8.27M Buy
+97,184
New +$7.66M 0.04% 297

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

Pathstone Holdings's ESGV Position: Q2 2026 in Review

Pathstone Holdings increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.2% in Q2 2026, buying an estimated $331K and bringing the position to 83,825 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #374.

Pathstone Holdings first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Pathstone Holdings held 83,825 shares of Vanguard ESG US Stock ETF worth $11.1M as of Q2 2026.
  • Pathstone Holdings bought 2,598 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $331K.
  • Vanguard ESG US Stock ETF made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #374 holding.
  • Pathstone Holdings first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.