Winthrop Advisory Group
ESGV icon

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
Q3 		$766K Buy
5,655
+3,294
+140% +$443K 0.05% 100
2026
Q2 		$312K Buy
+2,361
New +$301K 0.02% 164

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
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Winthrop Advisory Group's ESGV Position: Q3 2026 in Review

Winthrop Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 140% in Q3 2026, buying an estimated $443K and bringing the position to 5,655 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #100.

Winthrop Advisory Group first reported a position in ESGV in Q2 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Winthrop Advisory Group held 5,655 shares of Vanguard ESG US Stock ETF worth $766K as of Q3 2026.
  • Winthrop Advisory Group bought 3,294 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $443K.
  • Vanguard ESG US Stock ETF made up 0.05% of Winthrop Advisory Group's portfolio in Q3 2026, its #100 holding.
  • Winthrop Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.