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Richards, Merrill & Peterson’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Richards, Merrill & Peterson’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 		$127K Hold
960
– – 0.04% 212
2026
Q1 		$108K Buy
960
+90
+10% +$10.7K 0.04% 207
2025
Q4 		$105K Buy
+870
New +$104K 0.04% 194
2025
Q2 		– Sell
-793
Closed -$77.7K – 286
2025
Q1 		$77.7K Buy
793
+55
+7% +$5.75K 0.04% 211
2024
Q4 		$77.4K Buy
+738
New +$77.4K 0.04% 207

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

Richards, Merrill & Peterson's ESGV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 960 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #212.

Richards, Merrill & Peterson first reported a position in ESGV in Q4 2024 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Richards, Merrill & Peterson held 960 shares of Vanguard ESG US Stock ETF worth $127K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #212 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 5 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.