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Evelyn Partners Group Ltd’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Evelyn Partners Group Ltd’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 		$7.41K Buy
+56
New +$7.14K ﹤0.01% 491

Other funds holding ESGV

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Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Evelyn Partners Group Ltd's ESGV Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 56 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Evelyn Partners Group Ltd held 56 shares of Vanguard ESG US Stock ETF worth $7.41K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #491 holding.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.