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Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capital Management’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
Q3 		$369K Hold
2,722
– – 0.06% 52
2026
Q2 		$360K Buy
2,722
+3
+0.1% +$383 0.05% 53
2026
Q1 		$305K Buy
2,719
+2
+0.1% +$238 0.05% 55
2025
Q4 		$329K Sell
2,717
-25
-0.9% -$3K 0.05% 54
2025
Q3 		$325K Buy
2,742
+1
+0% +$114 0.05% 57
2025
Q2 		$301K Hold
2,741
– – 0.05% 60
2025
Q1 		$268K Sell
2,741
-4
-0.1% -$418 0.05% 64
2024
Q4 		$288K Hold
2,745
– – 0.05% 63
2024
Q3 		$279K Hold
2,745
– – 0.05% 62
2024
Q2 		$265K Sell
2,745
-25
-0.9% -$2.32K 0.05% 63
2024
Q1 		$258K Sell
2,770
-5,420
-66% -$482K 0.05% 68
2023
Q4 		$697K Sell
8,190
-170
-2% -$13.4K 0.14% 51
2023
Q3 		$629K Hold
8,360
– – 0.14% 50
2023
Q2 		$655K Hold
8,360
– – 0.14% 50
2023
Q1 		$599K Hold
8,360
– – 0.14% 47
2022
Q4 		$551K Sell
8,360
-1,121
-12% -$74.8K 0.14% 49
2022
Q3 		$596K Hold
9,481
– – 0.17% 48
2022
Q2 		$630K Buy
9,481
+1,060
+13% +$76.5K 0.16% 50
2022
Q1 		$683K Hold
8,421
– – 0.15% 50
2021
Q4 		$740K Buy
8,421
+280
+3% +$23.9K 0.15% 52
2021
Q3 		$652K Hold
8,141
– – 0.14% 52
2021
Q2 		$651K Hold
8,141
– – 0.14% 53
2021
Q1 		$600K Sell
8,141
-82
-1% -$5.94K 0.13% 49
2020
Q4 		$577K Sell
8,223
-14
-0.2% -$924 0.16% 47
2020
Q3 		$509K Buy
8,237
+1,158
+16% +$70.4K 0.16% 45
2020
Q2 		$399K Buy
+7,079
New +$372K 0.13% 46

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Capital Management's ESGV Position: Q3 2026 in Review

Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 2,722 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #52.

Capital Management first reported a position in ESGV in Q2 2020 and has held it in 26 quarters since. The position peaked at $740K in Q4 2021. 579 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Capital Management held 2,722 shares of Vanguard ESG US Stock ETF worth $369K as of Q3 2026.
  • Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.06% of Capital Management's portfolio in Q3 2026, its #52 holding.
  • Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 26 quarters since.
  • Capital Management's Vanguard ESG US Stock ETF position peaked at $740K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.