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

Westmount 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 Q3	$1.1M	Buy	+8,096	New	+$1.09M	0.23%	88

Other funds holding ESGV

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Westmount Partners's ESGV Position: Q3 2026 in Review

Westmount Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2026: 8,096 shares worth $1.1M. The stake represents 0.23% of the portfolio and ranks #88 among its holdings.

579 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Westmount Partners held 8,096 shares of Vanguard ESG US Stock ETF worth $1.1M as of Q3 2026.
Vanguard ESG US Stock ETF was a new Westmount Partners position in Q3 2026.
Vanguard ESG US Stock ETF made up 0.23% of Westmount Partners's portfolio in Q3 2026, its #88 holding.
579 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Westmount Partners's 13F filing for Q3 2026, filed 12 Nov 2026.