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Stonehearth Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stonehearth Capital Management’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 		$4.53M Sell
34,233
-1,398
-4% -$178K 1.54% 13
2026
Q1 		$4M Sell
35,631
-654
-2% -$77.7K 1.58% 12
2025
Q4 		$4.39M Sell
36,285
-830
-2% -$99.6K 1.62% 13
2025
Q3 		$4.4M Sell
37,115
-114
-0.3% -$13K 1.7% 12
2025
Q2 		$4.08M Buy
37,229
+1,892
+5% +$191K 1.69% 12
2025
Q1 		$3.46M Sell
35,337
-234
-0.7% -$24.5K 1.43% 15
2024
Q4 		$3.73M Sell
35,571
-1,000
-3% -$105K 1.5% 15
2024
Q3 		$3.72M Sell
36,571
-538
-1% -$52.7K 1.48% 15
2024
Q2 		$3.59M Buy
37,109
+2,394
+7% +$222K 1.54% 15
2024
Q1 		$3.24M Buy
34,715
+13,825
+66% +$1.23M 1.46% 15
2023
Q4 		$1.78M Buy
20,890
+5,357
+34% +$422K 0.87% 22
2023
Q3 		$1.17M Buy
15,533
+2,321
+18% +$182K 0.64% 25
2023
Q2 		$1.04M Buy
+13,212
New +$973K 0.55% 27
2022
Q3 		– Sell
-3,032
Closed -$209K – 65
2022
Q2 		$209K Buy
+3,032
New +$219K 0.12% 66

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Stonehearth Capital Management's ESGV Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.9% in Q2 2026, selling an estimated $178K and leaving 34,233 shares worth $4.53M. The position accounts for 1.54% of the portfolio, ranked #13.

Stonehearth Capital Management first reported a position in ESGV in Q2 2022 and has held it in 14 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Stonehearth Capital Management held 34,233 shares of Vanguard ESG US Stock ETF worth $4.53M as of Q2 2026.
  • Stonehearth Capital Management sold 1,398 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $178K.
  • Vanguard ESG US Stock ETF made up 1.54% of Stonehearth Capital Management's portfolio in Q2 2026, its #13 holding.
  • Stonehearth Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 14 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.