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Post Resch Tallon Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Post Resch Tallon Group’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 		$208K Buy
+1,571
New +$200K 0.14% 121
2026
Q1 		– Sell
-2,181
Closed -$264K – 122
2025
Q4 		$264K Buy
2,181
+15
+0.7% +$1.8K 0.22% 81
2025
Q3 		$257K Buy
2,166
+115
+6% +$13.1K 0.23% 79
2025
Q2 		$225K Sell
2,051
-124
-6% -$12.5K 0.22% 82
2025
Q1 		$212K Hold
2,175
– – 0.22% 83
2024
Q4 		$228K Buy
+2,175
New +$228K 0.22% 83

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

Post Resch Tallon Group's ESGV Position: Q2 2026 in Review

Post Resch Tallon Group opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,571 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #121 among its holdings. This is a return to the name: Post Resch Tallon Group previously reported a position in ESGV as recently as Q4 2025.

Post Resch Tallon Group first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2025. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Post Resch Tallon Group held 1,571 shares of Vanguard ESG US Stock ETF worth $208K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Post Resch Tallon Group position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.14% of Post Resch Tallon Group's portfolio in Q2 2026, its #121 holding.
  • Post Resch Tallon Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Post Resch Tallon Group's Vanguard ESG US Stock ETF position peaked at $264K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.