Apella Capital
ESGV icon

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

Apella 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
Q3 		$56.3M Sell
408,056
-7,199
-2% -$969K 0.71% 36
2026
Q2 		$54.9M Buy
415,255
+1,540
+0.4% +$196K 0.78% 31
2026
Q1 		$51.6M Buy
413,715
+169,130
+69% +$20.1M 0.77% 31
2025
Q4 		$29.6M Buy
244,585
+139,778
+133% +$16.8M 0.58% 45
2025
Q3 		$12.3M Buy
104,807
+2,601
+3% +$296K 0.27% 76
2025
Q2 		$11.3M Buy
102,206
+2,532
+3% +$255K 0.31% 67
2025
Q1 		$9.5M Buy
99,674
+4,003
+4% +$419K 0.33% 66
2024
Q4 		$10M Sell
95,671
-3,402
-3% -$357K 0.38% 48
2024
Q3 		$10M Sell
99,073
-3,567
-3% -$350K 0.41% 47
2024
Q2 		$10.1M Sell
102,640
-2,102
-2% -$195K 0.45% 44
2024
Q1 		$9.7M Sell
104,742
-9,050
-8% -$805K 0.49% 44
2023
Q4 		$9.46M Sell
113,792
-8,008
-7% -$631K 0.53% 44
2023
Q3 		$9.16M Buy
121,800
+732
+0.6% +$57.4K 0.65% 39
2023
Q2 		$9.49M Buy
+121,068
New +$8.91M 0.68% 38
2022
Q4 		$7.49M Buy
113,748
+15,951
+16% +$1.06M 0.68% 37
2022
Q3 		$6.15M Buy
97,797
+6,561
+7% +$461K 0.72% 35
2022
Q2 		$6.06M Buy
91,236
+3,553
+4% +$257K 0.72% 32
2022
Q1 		$7.11M Buy
87,683
+7,045
+9% +$566K 1% 30
2021
Q4 		$7.09M Buy
80,638
+7,763
+11% +$663K 0.9% 30
2021
Q3 		$5.83M Buy
72,875
+6,323
+10% +$521K 0.84% 33
2021
Q2 		$5.32M Buy
66,552
+10,079
+18% +$782K 0.87% 31
2021
Q1 		$4.16M Buy
56,473
+21,555
+62% +$1.56M 1.31% 25
2020
Q4 		$2.45M Buy
34,918
+12,555
+56% +$829K 0.86% 28
2020
Q3 		$1.38M Buy
22,363
+17,687
+378% +$1.08M 0.56% 41
2020
Q2 		$264K Buy
+4,676
New +$246K 0.12% 104

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
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Apella Capital's ESGV Position: Q3 2026 in Review

Apella Capital reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q3 2026, selling an estimated $969K and leaving 408,056 shares worth $56.3M. The position accounts for 0.71% of the portfolio, ranked #36.

Apella Capital first reported a position in ESGV in Q2 2020 and has held it in 25 quarters since. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Apella Capital held 408,056 shares of Vanguard ESG US Stock ETF worth $56.3M as of Q3 2026.
  • Apella Capital sold 7,199 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $969K.
  • Vanguard ESG US Stock ETF made up 0.71% of Apella Capital's portfolio in Q3 2026, its #36 holding.
  • Apella Capital first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • 319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.