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

Pennington Partners & Co’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 		$2.93M Sell
26,069
-19,607
-43% -$2.33M 1% 14
2025
Q4 		$5.52M Buy
+45,676
New +$5.48M 2.21% 5

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

Pennington Partners & Co's ESGV Position: Q1 2026 in Review

Pennington Partners & Co reduced its Vanguard ESG US Stock ETF (ESGV) stake by 43% in Q1 2026, selling an estimated $2.33M and leaving 26,069 shares worth $2.93M. The position accounts for 1% of the portfolio, ranked #14.

Pennington Partners & Co first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.52M in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Pennington Partners & Co held 26,069 shares of Vanguard ESG US Stock ETF worth $2.93M as of Q1 2026.
  • Pennington Partners & Co sold 19,607 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $2.33M.
  • Vanguard ESG US Stock ETF made up 1% of Pennington Partners & Co's portfolio in Q1 2026, its #14 holding.
  • Pennington Partners & Co first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Pennington Partners & Co's Vanguard ESG US Stock ETF position peaked at $5.52M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.