Shepherd Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Shepherd Financial 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 Q1	$1.45M	Hold	12,933	–	–	0.14%	93
2025 Q4	$1.56M	Hold	12,933	–	–	0.14%	92
2025 Q3	$1.53M	Hold	12,933	–	–	0.15%	93
2025 Q2	$1.42M	Hold	12,933	–	–	0.15%	95
2025 Q1	$1.27M	Hold	12,933	–	–	0.15%	94
2024 Q4	$1.36M	Hold	12,933	–	–	0.16%	80
2024 Q3	$1.31M	Hold	12,933	–	–	0.16%	82
2024 Q2	$1.25M	Hold	12,933	–	–	0.16%	84
2024 Q1	$1.21M	Hold	12,933	–	–	0.16%	88
2023 Q4	$1.1M	Sell	12,933 -18	-0.1%	-$1.42K	0.16%	93
2023 Q3	$974K	Hold	12,951	–	–	0.15%	89
2023 Q2	$1.01M	Hold	12,951	–	–	0.16%	87
2023 Q1	$929K	Sell	12,951 -31	-0.2%	-$2.16K	0.16%	91
2022 Q4	$855K	Sell	12,982 -1,983	-13%	-$132K	0.15%	89
2022 Q3	$941K	Hold	14,965	–	–	0.18%	80
2022 Q2	$994K	Hold	14,965	–	–	0.19%	76
2022 Q1	$1.21M	Buy	14,965 +6,531	+77%	+$525K	0.22%	77
2021 Q4	$741K	Buy	+8,434	New	+$721K	0.13%	96

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Financial Partners's ESGV Position: Q1 2026 in Review

Shepherd Financial Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 12,933 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #93.

Shepherd Financial Partners first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Shepherd Financial Partners held 12,933 shares of Vanguard ESG US Stock ETF worth $1.45M as of Q1 2026.
Shepherd Financial Partners left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.14% of Shepherd Financial Partners's portfolio in Q1 2026, its #93 holding.
Shepherd Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
Shepherd Financial Partners's Vanguard ESG US Stock ETF position peaked at $1.56M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.