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Caldwell Sutter Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Caldwell Sutter 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 		$79.7K Hold
603
– – 0.03% 336
2026
Q1 		$67.7K Buy
603
+25
+4% +$2.97K 0.03% 344
2025
Q4 		$69.9K Buy
578
+18
+3% +$2.16K 0.03% 317
2025
Q3 		$66.3K Hold
560
– – 0.03% 325
2025
Q2 		$61.4K Buy
560
+8
+1% +$806 0.03% 330
2025
Q1 		$54.1K Sell
552
-56
-9% -$5.86K 0.03% 344
2024
Q4 		$63.8K Hold
608
– – 0.03% 329
2024
Q3 		$61.8K Buy
608
+36
+6% +$3.53K 0.03% 332
2024
Q2 		$55.3K Buy
572
+105
+22% +$9.73K 0.03% 340
2024
Q1 		$43.5K Buy
467
+196
+72% +$17.4K 0.02% 367
2023
Q4 		$23.1K Buy
271
+128
+90% +$10.1K 0.01% 438
2023
Q3 		$10.8K Buy
143
+12
+9% +$942 0.01% 516
2023
Q2 		$10.3K Buy
+131
New +$9.65K 0.01% 525

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

Caldwell Sutter Capital's ESGV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 603 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #336.

Caldwell Sutter Capital first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Caldwell Sutter Capital held 603 shares of Vanguard ESG US Stock ETF worth $79.7K as of Q2 2026.
  • Caldwell Sutter Capital left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #336 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.