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Caprock Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Caprock Group’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 		$18.5M Buy
139,946
+4,046
+3% +$516K 0.35% 47
2026
Q1 		$15.3M Sell
135,900
-16,665
-11% -$1.98M 0.37% 45
2025
Q4 		$18.5M Sell
152,565
-6,437
-4% -$772K 0.39% 38
2025
Q3 		$18.2M Buy
+159,002
New +$18.1M 0.45% 35
2025
Q1 		$14.6M Buy
149,192
+2,822
+2% +$295K 0.45% 39
2024
Q4 		$15.4M Sell
146,370
-36,852
-20% -$3.87M 0.5% 31
2024
Q3 		$18.6M Sell
183,222
-4,275
-2% -$419K 0.68% 22
2024
Q2 		$18.1M Buy
187,497
+3,214
+2% +$298K 0.74% 18
2024
Q1 		$17.2M Sell
184,283
-1,556
-0.8% -$138K 0.98% 17
2023
Q4 		$15.8M Sell
185,839
-7,125
-4% -$562K 1.01% 17
2023
Q3 		$14.5M Buy
192,964
+2,887
+2% +$227K 1.1% 16
2023
Q2 		$14.9M Sell
190,077
-1,133
-0.6% -$83.4K 1.09% 15
2023
Q1 		$13.7M Buy
191,210
+2,788
+1% +$194K 1.06% 16
2022
Q4 		$12.4M Buy
188,422
+12,649
+7% +$844K 1.16% 14
2022
Q3 		$11.1M Buy
175,773
+9,850
+6% +$691K 1.07% 17
2022
Q2 		$11M Buy
165,923
+28,860
+21% +$2.08M 1.08% 18
2022
Q1 		$11.1M Buy
137,063
+8,811
+7% +$708K 1.04% 18
2021
Q4 		$11.3M Buy
128,252
+452
+0.4% +$38.6K 0.93% 18
2021
Q3 		$10.2M Buy
127,800
+19
+0% +$1.56K 0.91% 17
2021
Q2 		$10.2M Buy
127,781
+14
+0% +$1.09K 0.93% 17
2021
Q1 		$9.42M Buy
127,767
+857
+0.7% +$62.1K 1.03% 15
2020
Q4 		$8.9M Buy
126,910
+22
+0% +$1.45K 1.02% 15
2020
Q3 		$7.84M Buy
126,888
+21
+0% +$1.28K 1.07% 14
2020
Q2 		$7.15M Buy
126,867
+108,657
+597% +$5.71M 1.07% 14
2020
Q1 		$834K Buy
+18,210
New +$982K 0.16% 108

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

Caprock Group's ESGV Position: Q2 2026 in Review

Caprock Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 3% in Q2 2026, buying an estimated $516K and bringing the position to 139,946 shares worth $18.5M. The position accounts for 0.35% of the portfolio, ranked #47.

Caprock Group first reported a position in ESGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.6M in Q3 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Caprock Group held 139,946 shares of Vanguard ESG US Stock ETF worth $18.5M as of Q2 2026.
  • Caprock Group bought 4,046 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $516K.
  • Vanguard ESG US Stock ETF made up 0.35% of Caprock Group's portfolio in Q2 2026, its #47 holding.
  • Caprock Group first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • Caprock Group's Vanguard ESG US Stock ETF position peaked at $18.6M in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.