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Strategic Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Strategic Wealth 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 		$128K Hold
970
– – 0.01% 363
2026
Q1 		$109K Sell
970
-734
-43% -$87.2K 0.01% 380
2025
Q4 		$206K Buy
1,704
+350
+26% +$42K 0.01% 312
2025
Q3 		$160K Sell
1,354
-224
-14% -$25.5K 0.01% 365
2025
Q2 		$173K Buy
+1,578
New +$159K 0.01% 334

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

Strategic Wealth Partners's ESGV Position: Q2 2026 in Review

Strategic Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 970 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #363.

Strategic Wealth Partners first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $206K in Q4 2025. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Strategic Wealth Partners held 970 shares of Vanguard ESG US Stock ETF worth $128K as of Q2 2026.
  • Strategic Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #363 holding.
  • Strategic Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Vanguard ESG US Stock ETF position peaked at $206K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.