SP
ESGV icon

Symmetry Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Symmetry 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 		$863K Buy
6,526
+249
+4% +$31.7K 0.04% 93
2026
Q1 		$705K Sell
6,277
-62
-1% -$7.36K 0.04% 91
2025
Q4 		$767K Buy
6,339
+815
+15% +$97.8K 0.05% 83
2025
Q3 		$654K Sell
5,524
-1,099
-17% -$125K 0.07% 79
2025
Q2 		$726K Sell
6,623
-1,426
-18% -$144K 0.09% 75
2025
Q1 		$788K Sell
8,049
-35
-0.4% -$3.66K 0.11% 69
2024
Q4 		$848K Buy
8,084
+1,643
+26% +$172K 0.12% 67
2024
Q3 		$655K Buy
6,441
+48
+0.8% +$4.7K 0.16% 53
2024
Q2 		$618K Buy
6,393
+2,916
+84% +$270K 0.03% 237
2024
Q1 		$324K Buy
3,477
+3
+0.1% +$267 0.03% 398
2023
Q4 		$295K Sell
3,474
-1,685
-33% -$133K 0.02% 404
2023
Q3 		$388K Buy
5,159
+23
+0.4% +$1.8K 0.02% 371
2023
Q2 		$402K Buy
5,136
+188
+4% +$13.8K 0.02% 396
2023
Q1 		$349K Hold
4,948
– – 0.02% 425
2022
Q4 		$326K Sell
4,948
-721
-13% -$48.1K 0.02% 449
2022
Q3 		$357K Buy
5,669
+1,093
+24% +$76.7K 0.02% 392
2022
Q2 		$304K Buy
4,576
+341
+8% +$24.6K 0.02% 463
2022
Q1 		$343K Buy
4,235
+207
+5% +$16.6K 0.02% 474
2021
Q4 		$354K Buy
+4,028
New +$344K 0.02% 487

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

Symmetry Partners's ESGV Position: Q2 2026 in Review

Symmetry Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 4% in Q2 2026, buying an estimated $31.7K and bringing the position to 6,526 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #93.

Symmetry Partners first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Symmetry Partners held 6,526 shares of Vanguard ESG US Stock ETF worth $863K as of Q2 2026.
  • Symmetry Partners bought 249 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $31.7K.
  • Vanguard ESG US Stock ETF made up 0.04% of Symmetry Partners's portfolio in Q2 2026, its #93 holding.
  • Symmetry Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.