Winthrop Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Winthrop Advisory Group’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	$312K	Buy	+2,361	New	+$301K	0.02%	164

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Winthrop Advisory Group's ESGV Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 2,361 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings.

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

Winthrop Advisory Group held 2,361 shares of Vanguard ESG US Stock ETF worth $312K as of Q2 2026.
Vanguard ESG US Stock ETF was a new Winthrop Advisory Group position in Q2 2026.
Vanguard ESG US Stock ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #164 holding.
127 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.