Richards, Merrill & Peterson
ESGV icon

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
Q3 		$130K Hold
960
– – 0.04% 210
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

Richards, Merrill & Peterson's ESGV Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 960 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #210.

Richards, Merrill & Peterson first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Richards, Merrill & Peterson held 960 shares of Vanguard ESG US Stock ETF worth $130K as of Q3 2026.
  • Richards, Merrill & Peterson left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #210 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 473 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.