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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

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

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. 716 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.
  • 716 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.