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

Capital Investment 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 		$555K Sell
4,193
-725
-15% -$92.4K 0.01% 491
2026
Q1 		$552K Hold
4,918
– – 0.01% 464
2025
Q4 		$595K Sell
4,918
-730
-13% -$87.6K 0.01% 442
2025
Q3 		$669K Sell
5,648
-3,250
-37% -$370K 0.01% 417
2025
Q2 		$976K Sell
8,898
-100
-1% -$10.1K 0.02% 334
2025
Q1 		$881K Buy
+8,998
New +$941K 0.02% 334

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 Investment Advisors's ESGV Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 15% in Q2 2026, selling an estimated $92.4K and leaving 4,193 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #491.

Capital Investment Advisors first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $976K in Q2 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Capital Investment Advisors held 4,193 shares of Vanguard ESG US Stock ETF worth $555K as of Q2 2026.
  • Capital Investment Advisors sold 725 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $92.4K.
  • Vanguard ESG US Stock ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #491 holding.
  • Capital Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Capital Investment Advisors's Vanguard ESG US Stock ETF position peaked at $976K in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.