VIPI
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Vista Investment Partners II’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vista Investment Partners II’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 		$242K Buy
+1,832
New +$234K 0.1% 137
2026
Q1 		– Sell
-1,774
Closed -$215K – 164
2025
Q4 		$215K Sell
1,774
-237
-12% -$28.4K 0.09% 136
2025
Q3 		$238K Sell
2,011
-110
-5% -$12.5K 0.11% 118
2025
Q2 		$233K Buy
+2,121
New +$214K 0.11% 114

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Vista Investment Partners II's ESGV Position: Q2 2026 in Review

Vista Investment Partners II opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,832 shares worth $242K. The stake represents 0.1% of the portfolio and ranks #137 among its holdings. This is a return to the name: Vista Investment Partners II previously reported a position in ESGV as recently as Q4 2025.

Vista Investment Partners II first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Vista Investment Partners II held 1,832 shares of Vanguard ESG US Stock ETF worth $242K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Vista Investment Partners II position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.1% of Vista Investment Partners II's portfolio in Q2 2026, its #137 holding.
  • Vista Investment Partners II first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.