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Capital Analysts LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capital Analysts LLC’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 		$731K Buy
5,527
+4,484
+430% +$572K 0.02% 428
2026
Q1 		$117K Sell
1,043
-791
-43% -$93.9K ﹤0.01% 756
2025
Q4 		$222K Buy
+1,834
New +$220K 0.01% 598
2024
Q1 		– Sell
-5,751
Closed -$489K – 1122
2023
Q4 		$489K Buy
5,751
+120
+2% +$9.46K 0.02% 317
2023
Q3 		$424K Sell
5,631
-122
-2% -$9.57K 0.02% 317
2023
Q2 		$451K Sell
5,753
-158
-3% -$11.6K 0.03% 304
2023
Q1 		$424K Sell
5,911
-254
-4% -$17.7K 0.02% 309
2022
Q4 		$406K Buy
6,165
+1,734
+39% +$116K 0.02% 317
2022
Q3 		$279K Buy
4,431
+840
+23% +$59K 0.02% 326
2022
Q2 		$238K Buy
3,591
+3
+0.1% +$217 0.02% 325
2022
Q1 		$291K Sell
3,588
-1,777
-33% -$143K 0.02% 310
2021
Q4 		$472K Sell
5,365
-40
-0.7% -$3.42K 0.03% 270
2021
Q3 		$433K Sell
5,405
-130
-2% -$10.7K 0.03% 272
2021
Q2 		$443K Buy
5,535
+717
+15% +$55.6K 0.03% 266
2021
Q1 		$355K Buy
4,818
+2,638
+121% +$191K 0.02% 278
2020
Q4 		$153K Buy
2,180
+631
+41% +$41.6K 0.01% 272
2020
Q3 		$96K Buy
1,549
+272
+21% +$16.5K 0.01% 318
2020
Q2 		$72K Buy
1,277
+5
+0.4% +$263 0.01% 322
2020
Q1 		$58K Buy
+1,272
New +$68.6K 0.01% 316

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

Capital Analysts LLC's ESGV Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 430% in Q2 2026, buying an estimated $572K and bringing the position to 5,527 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #428.

Capital Analysts LLC first reported a position in ESGV in Q1 2020 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Capital Analysts LLC held 5,527 shares of Vanguard ESG US Stock ETF worth $731K as of Q2 2026.
  • Capital Analysts LLC bought 4,484 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $572K.
  • Vanguard ESG US Stock ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #428 holding.
  • Capital Analysts LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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