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Capitol Family Office’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capitol Family Office’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 		$126K Buy
956
+11
+1% +$1.4K 0.13% 27
2026
Q1 		$114K Hold
945
– – 0.14% 30
2025
Q4 		$114K Sell
945
-45
-5% -$5.4K 0.14% 30
2025
Q3 		$117K Hold
990
– – 0.14% 30
2025
Q2 		$109K Hold
990
– – 0.14% 28
2025
Q1 		$97K Buy
+990
New +$104K 0.14% 28

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Capitol Family Office's ESGV Position: Q2 2026 in Review

Capitol Family Office increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q2 2026, buying an estimated $1.4K and bringing the position to 956 shares worth $126K. The position accounts for 0.13% of the portfolio, ranked #27.

Capitol Family Office first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Capitol Family Office held 956 shares of Vanguard ESG US Stock ETF worth $126K as of Q2 2026.
  • Capitol Family Office bought 11 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.4K.
  • Vanguard ESG US Stock ETF made up 0.13% of Capitol Family Office's portfolio in Q2 2026, its #27 holding.
  • Capitol Family Office first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 443 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.