CFA
ESGV icon

Capstone Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capstone Financial 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
Q1 		$647K Buy
5,766
+174
+3% +$20.7K 0.03% 85
2025
Q4 		$676K Buy
5,592
+248
+5% +$29.8K 0.04% 79
2025
Q3 		$633K Buy
5,344
+38
+0.7% +$4.33K 0.03% 86
2025
Q2 		$582K Sell
5,306
-449
-8% -$45.3K 0.03% 87
2025
Q1 		$564K Sell
5,755
-1,596
-22% -$167K 0.04% 84
2024
Q4 		$771K Buy
7,351
+165
+2% +$17.3K 0.05% 74
2024
Q3 		$730K Sell
7,186
-1,291
-15% -$127K 0.04% 76
2024
Q2 		$819K Buy
8,477
+59
+0.7% +$5.47K 0.05% 65
2024
Q1 		$784K Buy
8,418
+55
+0.7% +$4.89K 0.05% 66
2023
Q4 		$711K Buy
8,363
+1,044
+14% +$82.3K 0.05% 65
2023
Q3 		$551K Buy
7,319
+25
+0.3% +$1.96K 0.04% 74
2023
Q2 		$572K Buy
7,294
+26
+0.4% +$1.91K 0.04% 71
2023
Q1 		$521K Buy
7,268
+187
+3% +$13K 0.04% 68
2022
Q4 		$466K Buy
7,081
+34
+0.5% +$2.27K 0.04% 75
2022
Q3 		$443K Buy
7,047
+2,604
+59% +$183K 0.04% 78
2022
Q2 		$295K Sell
4,443
-2,737
-38% -$198K 0.03% 101
2022
Q1 		$582K Buy
7,180
+910
+15% +$73.2K 0.04% 73
2021
Q4 		$551K Buy
6,270
+967
+18% +$82.6K 0.04% 73
2021
Q3 		$425K Buy
5,303
+15
+0.3% +$1.24K 0.03% 78
2021
Q2 		$423K Buy
5,288
+122
+2% +$9.46K 0.03% 84
2021
Q1 		$381K Buy
5,166
+1,708
+49% +$124K 0.03% 76
2020
Q4 		$243K Buy
+3,458
New +$228K 0.02% 94

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

Capstone Financial Advisors's ESGV Position: Q1 2026 in Review

Capstone Financial Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.1% in Q1 2026, buying an estimated $20.7K and bringing the position to 5,766 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #85.

Capstone Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $819K in Q2 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Capstone Financial Advisors held 5,766 shares of Vanguard ESG US Stock ETF worth $647K as of Q1 2026.
  • Capstone Financial Advisors bought 174 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $20.7K.
  • Vanguard ESG US Stock ETF made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Capstone Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Capstone Financial Advisors's Vanguard ESG US Stock ETF position peaked at $819K in Q2 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.