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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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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. 132 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.
  • 132 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.