PWM
ESGV icon

Penobscot Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Penobscot Wealth Management’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 		$1.87M Buy
14,121
+4,028
+40% +$514K 0.5% 30
2026
Q1 		$1.13M Buy
10,093
+1,447
+17% +$172K 0.33% 44
2025
Q4 		$1.05M Buy
8,646
+276
+3% +$33.1K 0.32% 41
2025
Q3 		$991K Sell
8,370
-30
-0.4% -$3.42K 0.32% 45
2025
Q2 		$921K Buy
8,400
+72
+0.9% +$7.26K 0.33% 42
2025
Q1 		$816K Buy
+8,328
New +$871K 0.34% 38

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Penobscot Wealth Management's ESGV Position: Q2 2026 in Review

Penobscot Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 40% in Q2 2026, buying an estimated $514K and bringing the position to 14,121 shares worth $1.87M. The position accounts for 0.5% of the portfolio, ranked #30.

Penobscot Wealth Management first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Penobscot Wealth Management held 14,121 shares of Vanguard ESG US Stock ETF worth $1.87M as of Q2 2026.
  • Penobscot Wealth Management bought 4,028 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $514K.
  • Vanguard ESG US Stock ETF made up 0.5% of Penobscot Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Penobscot Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.