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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Management's ESGV Position: Q1 2026 in Review

Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.07% in Q1 2026, buying an estimated $238 and bringing the position to 2,719 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #55.

Capital Management first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $740K in Q4 2021. 676 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Capital Management held 2,719 shares of Vanguard ESG US Stock ETF worth $305K as of Q1 2026.
  • Capital Management bought 2 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $238.
  • Vanguard ESG US Stock ETF made up 0.05% of Capital Management's portfolio in Q1 2026, its #55 holding.
  • Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Capital Management's Vanguard ESG US Stock ETF position peaked at $740K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.