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

Sellwood 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 		$41.6M Sell
314,328
-21,083
-6% -$2.69M 14.66% 2
2026
Q1 		$37.7M Buy
335,411
+11,292
+3% +$1.34M 14.84% 2
2025
Q4 		$39.2M Sell
324,119
-2,843
-0.9% -$341K 15.31% 2
2025
Q3 		$38.7M Sell
326,962
-7,208
-2% -$821K 15.41% 2
2025
Q2 		$36.6M Sell
334,170
-3,714
-1% -$374K 17.51% 2
2025
Q1 		$33.1M Buy
337,884
+19,017
+6% +$1.99M 17.28% 2
2024
Q4 		$33.4M Buy
+318,867
New +$33.5M 17.98% 2

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Sellwood Investment Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.3% in Q2 2026, selling an estimated $2.69M and leaving 314,328 shares worth $41.6M. The position accounts for 14.66% of the portfolio, ranked #2.

Sellwood Investment Partners first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sellwood Investment Partners held 314,328 shares of Vanguard ESG US Stock ETF worth $41.6M as of Q2 2026.
  • Sellwood Investment Partners sold 21,083 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.69M.
  • Vanguard ESG US Stock ETF made up 14.66% of Sellwood Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Sellwood Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 367 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.