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Affinity Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Affinity Capital Advisors’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 		$3.48M Sell
26,153
-729
-3% -$93K 0.43% 33
2026
Q1 		$3.02M Sell
26,882
-319
-1% -$37.9K 0.42% 34
2025
Q4 		$3.29M Sell
27,201
-437
-2% -$52.4K 0.46% 32
2025
Q3 		$3.29M Sell
27,638
-545
-2% -$62K 0.51% 31
2025
Q2 		$3.09M Sell
28,183
-671
-2% -$67.6K 0.53% 31
2025
Q1 		$2.7M Sell
28,854
-21,851
-43% -$2.28M 0.54% 33
2024
Q4 		$5.34M Sell
50,705
-5,555
-10% -$583K 1% 20
2024
Q3 		$5.72M Sell
56,260
-6,642
-11% -$651K 1.11% 19
2024
Q2 		$6.08M Sell
62,902
-823
-1% -$76.3K 1.28% 17
2024
Q1 		$5.94M Sell
63,725
-17,482
-22% -$1.55M 1.32% 18
2023
Q4 		$6.91M Sell
81,207
-14,836
-15% -$1.17M 1.68% 13
2023
Q3 		$7.22M Sell
96,043
-59,929
-38% -$4.7M 1.98% 12
2023
Q2 		$12.2M Sell
155,972
-12,744
-8% -$938K 3.31% 7
2023
Q1 		$12.1M Sell
168,716
-7,231
-4% -$504K 3.76% 5
2022
Q4 		$11.6M Buy
175,947
+8,618
+5% +$575K 3.97% 5
2022
Q3 		$10.5M Buy
167,329
+1,469
+0.9% +$103K 3.68% 7
2022
Q2 		$11M Buy
165,860
+44,521
+37% +$3.21M 3.75% 5
2022
Q1 		$9.84M Buy
121,339
+5,102
+4% +$410K 3.08% 7
2021
Q4 		$10.2M Buy
116,237
+12,283
+12% +$1.05M 3.08% 6
2021
Q3 		$8.32M Buy
103,954
+10,304
+11% +$849K 2.79% 9
2021
Q2 		$7.49M Buy
93,650
+9,803
+12% +$760K 2.54% 9
2021
Q1 		$6.18M Buy
83,847
+43,754
+109% +$3.17M 2.27% 11
2020
Q4 		$2.81M Buy
40,093
+34,561
+625% +$2.28M 1.14% 18
2020
Q3 		$342K Buy
+5,532
New +$336K 0.19% 70

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Affinity Capital Advisors's ESGV Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.7% in Q2 2026, selling an estimated $93K and leaving 26,153 shares worth $3.48M. The position accounts for 0.43% of the portfolio, ranked #33.

Affinity Capital Advisors first reported a position in ESGV in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.2M in Q2 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Affinity Capital Advisors held 26,153 shares of Vanguard ESG US Stock ETF worth $3.48M as of Q2 2026.
  • Affinity Capital Advisors sold 729 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $93K.
  • Vanguard ESG US Stock ETF made up 0.43% of Affinity Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • Affinity Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • Affinity Capital Advisors's Vanguard ESG US Stock ETF position peaked at $12.2M in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.