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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
Q2 		$3.45M Hold
26,069
– – 1.1% 16
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

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

Pennington Partners & Co's ESGV Position: Q2 2026 in Review

Pennington Partners & Co held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 26,069 shares worth $3.45M. The position accounts for 1.1% of the portfolio, ranked #16.

Pennington Partners & Co first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.52M in Q4 2025. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Pennington Partners & Co held 26,069 shares of Vanguard ESG US Stock ETF worth $3.45M as of Q2 2026.
  • Pennington Partners & Co left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 1.1% of Pennington Partners & Co's portfolio in Q2 2026, its #16 holding.
  • Pennington Partners & Co first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • Pennington Partners & Co's Vanguard ESG US Stock ETF position peaked at $5.52M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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