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

Aptus 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 		$144K Hold
1,089
– – ﹤0.01% 1188
2026
Q1 		$122K Hold
1,089
– – ﹤0.01% 1106
2025
Q4 		$132K Hold
1,089
– – ﹤0.01% 1110
2025
Q3 		$129K Sell
1,089
-68
-6% -$7.74K ﹤0.01% 1060
2025
Q2 		$127K Buy
1,157
+2
+0.2% +$202 ﹤0.01% 1028
2025
Q1 		$113K Buy
1,155
+1
+0.1% +$105 ﹤0.01% 989
2024
Q4 		$121K Buy
1,154
+665
+136% +$69.8K ﹤0.01% 975
2024
Q3 		$49.7K Buy
489
+365
+294% +$35.8K ﹤0.01% 938
2024
Q2 		$12K Hold
124
– – ﹤0.01% 1014
2024
Q1 		$11.6K Hold
124
– – ﹤0.01% 1018
2023
Q4 		$10.5K Buy
+124
New +$9.77K ﹤0.01% 791
2023
Q2 		– Sell
-124
Closed -$8.89K – 818
2023
Q1 		$8.89K Hold
124
– – ﹤0.01% 690
2022
Q4 		$8.17K Hold
124
– – ﹤0.01% 705
2022
Q3 		$7K Sell
124
-105
-46% -$7.37K ﹤0.01% 683
2022
Q2 		$16K Hold
229
– – ﹤0.01% 546
2022
Q1 		$18K Buy
+229
New +$18.4K ﹤0.01% 573

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

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

Aptus Capital Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,089 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Aptus Capital Advisors first reported a position in ESGV in Q1 2022 and has held it in 16 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Aptus Capital Advisors held 1,089 shares of Vanguard ESG US Stock ETF worth $144K as of Q2 2026.
  • Aptus Capital Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1188 holding.
  • Aptus Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 16 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.