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RAM Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

RAM Investment Partners’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 		$645K Hold
4,878
– – 0.1% 61
2026
Q1 		$548K Hold
4,878
– – 0.1% 64
2025
Q4 		$590K Hold
4,878
– – 0.11% 58
2025
Q3 		$578K Hold
4,878
– – 0.11% 57
2025
Q2 		$535K Hold
4,878
– – 0.11% 55
2025
Q1 		$478K Hold
4,878
– – 0.12% 55
2024
Q4 		$512K Hold
4,878
– – 0.13% 50
2024
Q3 		$496K Hold
4,878
– – 0.13% 50
2024
Q2 		$471K Hold
4,878
– – 0.14% 46
2024
Q1 		$455K Hold
4,878
– – 0.14% 43
2023
Q4 		$415K Hold
4,878
– – 0.14% 41
2023
Q3 		$367K Hold
4,878
– – 0.16% 36
2023
Q2 		$382K Hold
4,878
– – 0.16% 37
2023
Q1 		$350K Sell
4,878
-1,337
-22% -$93.2K 0.19% 34
2022
Q4 		$409K Buy
+6,215
New +$415K 0.25% 33

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

RAM Investment Partners's ESGV Position: Q2 2026 in Review

RAM Investment Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 4,878 shares worth $645K. The position accounts for 0.1% of the portfolio, ranked #61.

RAM Investment Partners first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 347 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • RAM Investment Partners held 4,878 shares of Vanguard ESG US Stock ETF worth $645K as of Q2 2026.
  • RAM Investment Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.1% of RAM Investment Partners's portfolio in Q2 2026, its #61 holding.
  • RAM Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.