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Weil Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Weil Company’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
Q3 		$2.03M Buy
14,988
+1,893
+14% +$255K 0.35% 51
2026
Q2 		$1.73M Sell
13,095
-650
-5% -$82.9K 0.31% 62
2026
Q1 		$1.54M Buy
13,745
+3
+0% +$356 0.35% 57
2025
Q4 		$1.66M Sell
13,742
-331
-2% -$39.7K 0.38% 54
2025
Q3 		$1.67M Buy
14,073
+3
+0% +$342 0.4% 56
2025
Q2 		$1.54M Buy
+14,070
New +$1.42M 0.41% 53

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Weil Company's ESGV Position: Q3 2026 in Review

Weil Company increased its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q3 2026, buying an estimated $255K and bringing the position to 14,988 shares worth $2.03M. The position accounts for 0.35% of the portfolio, ranked #51.

Weil Company first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Weil Company held 14,988 shares of Vanguard ESG US Stock ETF worth $2.03M as of Q3 2026.
  • Weil Company bought 1,893 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $255K.
  • Vanguard ESG US Stock ETF made up 0.35% of Weil Company's portfolio in Q3 2026, its #51 holding.
  • Weil Company first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 233 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.