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

Waypoint 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
2025
Q2 		$313K Hold
2,854
– – 0.08% 65
2025
Q1 		$280K Buy
2,854
+129
+5% +$13.5K 0.08% 56
2024
Q4 		$286K Buy
2,725
+50
+2% +$5.25K 0.08% 59
2024
Q3 		$272K Hold
2,675
– – 0.07% 60
2024
Q2 		$258K Sell
2,675
-55
-2% -$5.1K 0.08% 56
2024
Q1 		$254K Hold
2,730
– – 0.07% 65
2023
Q4 		$232K Buy
+2,730
New +$215K 0.07% 67

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Waypoint Wealth Partners's ESGV Position: Q2 2025 in Review

Waypoint Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2025 at 2,854 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #65.

Waypoint Wealth Partners first reported a position in ESGV in Q4 2023 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Waypoint Wealth Partners held 2,854 shares of Vanguard ESG US Stock ETF worth $313K as of Q2 2025.
  • Waypoint Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2025.
  • Vanguard ESG US Stock ETF made up 0.08% of Waypoint Wealth Partners's portfolio in Q2 2025, its #65 holding.
  • Waypoint Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.