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Strategic Point Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Strategic Point Investment Advisors’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 		$3.16M Buy
23,880
+170
+0.7% +$21.7K 0.41% 21
2026
Q1 		$2.66M Sell
23,710
-450
-2% -$53.4K 0.39% 21
2025
Q4 		$2.92M Hold
24,160
– – 0.4% 22
2025
Q3 		$2.86M Buy
24,160
+80
+0.3% +$9.11K 0.41% 22
2025
Q2 		$2.64M Buy
24,080
+7,520
+45% +$758K 0.41% 22
2025
Q1 		$1.62M Buy
16,560
+85
+0.5% +$8.89K 0.27% 26
2024
Q4 		$1.73M Buy
16,475
+325
+2% +$34.1K 0.28% 26
2024
Q3 		$1.64M Hold
16,150
– – 0.27% 26
2024
Q2 		$1.56M Buy
16,150
+90
+0.6% +$8.34K 0.28% 25
2024
Q1 		$1.5M Sell
16,060
-60
-0.4% -$5.33K 0.27% 25
2023
Q4 		$1.37M Buy
16,120
+590
+4% +$46.5K 0.27% 27
2023
Q3 		$1.17M Buy
15,530
+4,195
+37% +$329K 0.25% 29
2023
Q2 		$888K Buy
11,335
+55
+0.5% +$4.05K 0.18% 28
2023
Q1 		$809K Buy
11,280
+175
+2% +$12.2K 0.18% 26
2022
Q4 		$731K Buy
11,105
+100
+0.9% +$6.67K 0.18% 26
2022
Q3 		$692K Buy
11,005
+645
+6% +$45.3K 0.19% 25
2022
Q2 		$688K Buy
10,360
+1,480
+17% +$107K 0.19% 22
2022
Q1 		$720K Buy
8,880
+1,085
+14% +$87.2K 0.16% 24
2021
Q4 		$685K Buy
7,795
+855
+12% +$73K 0.15% 22
2021
Q3 		$556K Buy
6,940
+195
+3% +$16.1K 0.14% 22
2021
Q2 		$539K Buy
6,745
+120
+2% +$9.31K 0.13% 22
2021
Q1 		$489K Buy
6,625
+720
+12% +$52.1K 0.13% 21
2020
Q4 		$420K Buy
+5,905
New +$390K 0.12% 21

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
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 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

Strategic Point Investment Advisors's ESGV Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.72% in Q2 2026, buying an estimated $21.7K and bringing the position to 23,880 shares worth $3.16M. The position accounts for 0.41% of the portfolio, ranked #21.

Strategic Point Investment Advisors first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Strategic Point Investment Advisors held 23,880 shares of Vanguard ESG US Stock ETF worth $3.16M as of Q2 2026.
  • Strategic Point Investment Advisors bought 170 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $21.7K.
  • Vanguard ESG US Stock ETF made up 0.41% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Strategic Point Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.