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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
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 		$9.52M 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 		$9.96M 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 		$9.65M 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 		$4.17M 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

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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Apella Capital's ESGV Position: Q2 2026 in Review

Apella Capital increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.37% in Q2 2026, buying an estimated $196K and bringing the position to 415,255 shares worth $54.9M. The position accounts for 0.78% of the portfolio, ranked #31.

Apella Capital first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Apella Capital held 415,255 shares of Vanguard ESG US Stock ETF worth $54.9M as of Q2 2026.
  • Apella Capital bought 1,540 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $196K.
  • Vanguard ESG US Stock ETF made up 0.78% of Apella Capital's portfolio in Q2 2026, its #31 holding.
  • Apella Capital first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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