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Patriot Investment Management Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Patriot Investment Management 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
2026
Q2 		$3.59M Buy
27,124
+81
+0.3% +$10.3K 0.21% 49
2026
Q1 		$3.04M Sell
27,043
-916
-3% -$109K 0.19% 54
2025
Q4 		$3.38M Sell
27,959
-124
-0.4% -$14.9K 0.21% 51
2025
Q3 		$3.33M Sell
28,083
-22,215
-44% -$2.53M 0.22% 52
2025
Q2 		$5.51M Buy
50,298
+2,116
+4% +$213K 0.38% 38
2025
Q1 		$4.72M Buy
48,182
+1,626
+3% +$170K 0.35% 41
2024
Q4 		$4.88M Buy
46,556
+2,492
+6% +$261K 0.37% 42
2024
Q3 		$4.48M Buy
44,064
+60
+0.1% +$5.88K 0.33% 42
2024
Q2 		$4.25M Sell
44,004
-151
-0.3% -$14K 0.33% 44
2024
Q1 		$4.11M Sell
44,155
-124
-0.3% -$11K 0.33% 45
2023
Q4 		$3.77M Sell
44,279
-51
-0.1% -$4.02K 0.32% 45
2023
Q3 		$3.33M Sell
44,330
-283
-0.6% -$22.2K 0.31% 46
2023
Q2 		$3.5M Sell
44,613
-399
-0.9% -$29.4K 0.3% 47
2023
Q1 		$3.23M Buy
45,012
+60
+0.1% +$4.18K 0.28% 47
2022
Q4 		$3.19M Buy
+44,952
New +$3M 0.28% 47
2022
Q1 		– Sell
-2,669
Closed -$234K – 251
2021
Q4 		$234K Hold
2,669
– – 0.02% 232
2021
Q3 		$213K Hold
2,669
– – 0.02% 233
2021
Q2 		$213K Sell
2,669
-306
-10% -$23.7K 0.02% 235
2021
Q1 		$219K Buy
+2,975
New +$215K 0.02% 221
2020
Q3 		– Sell
-2,975
Closed -$168K – 323
2020
Q2 		$168K Buy
+2,975
New +$156K 0.02% 221

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Patriot Investment Management Group's ESGV Position: Q2 2026 in Review

Patriot Investment Management Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 27,124 shares worth $3.59M. The position accounts for 0.21% of the portfolio, ranked #49.

Patriot Investment Management Group first reported a position in ESGV in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.51M in Q2 2025. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Patriot Investment Management Group held 27,124 shares of Vanguard ESG US Stock ETF worth $3.59M as of Q2 2026.
  • Patriot Investment Management Group bought 81 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard ESG US Stock ETF made up 0.21% of Patriot Investment Management Group's portfolio in Q2 2026, its #49 holding.
  • Patriot Investment Management Group first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 20 quarters since.
  • Patriot Investment Management Group's Vanguard ESG US Stock ETF position peaked at $5.51M in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.