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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
Q3 		$43.1M Sell
317,973
-30,858
-9% -$4.15M 29.66% 1
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Platt Investment Counsel's ESGV Position: Q3 2026 in Review

Platt Investment Counsel reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.8% in Q3 2026, selling an estimated $4.15M and leaving 317,973 shares worth $43.1M. The position accounts for 29.66% of the portfolio, ranked #1.

Platt Investment Counsel first reported a position in ESGV in Q4 2020 and has held it in 24 quarters since. The position peaked at $48.6M in Q4 2025. 26 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Platt Investment Counsel held 317,973 shares of Vanguard ESG US Stock ETF worth $43.1M as of Q3 2026.
  • Platt Investment Counsel sold 30,858 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $4.15M.
  • Vanguard ESG US Stock ETF made up 29.66% of Platt Investment Counsel's portfolio in Q3 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 24 quarters since.
  • Platt Investment Counsel's Vanguard ESG US Stock ETF position peaked at $48.6M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.