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AlphaCore Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AlphaCore Capital’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 		$361K Sell
2,727
-320
-11% -$40.8K 0.01% 833
2026
Q1 		$342K Hold
3,047
– – 0.01% 659
2025
Q4 		$369K Buy
3,047
+1,717
+129% +$206K 0.01% 717
2025
Q3 		$158K Hold
1,330
– – 0.01% 749
2025
Q2 		$146K Hold
1,330
– – 0.01% 648
2025
Q1 		$130K Buy
+1,330
New +$139K 0.01% 495

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

AlphaCore Capital's ESGV Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q2 2026, selling an estimated $40.8K and leaving 2,727 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #833.

AlphaCore Capital first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • AlphaCore Capital held 2,727 shares of Vanguard ESG US Stock ETF worth $361K as of Q2 2026.
  • AlphaCore Capital sold 320 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $40.8K.
  • Vanguard ESG US Stock ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #833 holding.
  • AlphaCore Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's Vanguard ESG US Stock ETF position peaked at $369K in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.