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Platt Investment Counsel’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Platt Investment Counsel’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 		$46.1M Buy
348,831
+1,617
+0.5% +$206K 30.91% 1
2026
Q1 		$39M Sell
347,214
-54,780
-14% -$6.51M 30.01% 1
2025
Q4 		$48.6M Buy
401,994
+791
+0.2% +$94.9K 35.93% 1
2025
Q3 		$47.5M Buy
401,203
+17,010
+4% +$1.94M 37.43% 1
2025
Q2 		$42.1M Sell
384,193
-9,779
-2% -$986K 40.03% 1
2025
Q1 		$38.6M Buy
393,972
+14,804
+4% +$1.55M 38.08% 1
2024
Q4 		$39.8M Sell
379,168
-32,030
-8% -$3.36M 37.95% 1
2024
Q3 		$41.8M Buy
411,198
+4,757
+1% +$466K 37.1% 1
2024
Q2 		$39.3M Buy
406,441
+11,022
+3% +$1.02M 37.77% 1
2024
Q1 		$36.8M Sell
395,419
-7,485
-2% -$666K 35.11% 1
2023
Q4 		$34.3M Buy
402,904
+34,109
+9% +$2.69M 35.53% 1
2023
Q3 		$27.7M Sell
368,795
-3,041
-0.8% -$239K 33.1% 1
2023
Q2 		$29.1M Buy
371,836
+53,836
+17% +$3.96M 33.05% 1
2023
Q1 		$22.8M Sell
318,000
-2,511
-0.8% -$175K 30.48% 1
2022
Q4 		$21.1M Buy
320,511
+880
+0.3% +$58.7K 30.01% 1
2022
Q3 		$20.1M Buy
319,631
+26,658
+9% +$1.87M 29.2% 1
2022
Q2 		$19.5M Buy
292,973
+37,740
+15% +$2.73M 26.43% 1
2022
Q1 		$20.7M Buy
255,233
+23,684
+10% +$1.9M 19.24% 2
2021
Q4 		$20.4M Buy
231,549
+2,202
+1% +$188K 17.36% 2
2021
Q3 		$18.4M Buy
229,347
+59
+0% +$4.86K 16.3% 2
2021
Q2 		$18.3M Buy
229,288
+2,759
+1% +$214K 15.77% 2
2021
Q1 		$16.7M Buy
226,529
+51,511
+29% +$3.73M 14.95% 3
2020
Q4 		$12.3M Buy
+175,018
New +$11.6M 11.63% 4

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

Platt Investment Counsel's ESGV Position: Q2 2026 in Review

Platt Investment Counsel increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.47% in Q2 2026, buying an estimated $206K and bringing the position to 348,831 shares worth $46.1M. The position accounts for 30.91% of the portfolio, ranked #1.

Platt Investment Counsel first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. The position peaked at $48.6M in Q4 2025. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Platt Investment Counsel held 348,831 shares of Vanguard ESG US Stock ETF worth $46.1M as of Q2 2026.
  • Platt Investment Counsel bought 1,617 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $206K.
  • Vanguard ESG US Stock ETF made up 30.91% of Platt Investment Counsel's portfolio in Q2 2026, its #1 holding.
  • Platt Investment Counsel first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Platt Investment Counsel's Vanguard ESG US Stock ETF position peaked at $48.6M in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.