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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
Q2 		$727K Sell
5,500
-266
-5% -$33.9K 0.04% 87
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

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

Capstone Financial Advisors's ESGV Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.6% in Q2 2026, selling an estimated $33.9K and leaving 5,500 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #87.

Capstone Financial Advisors first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. The position peaked at $819K in Q2 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Capstone Financial Advisors held 5,500 shares of Vanguard ESG US Stock ETF worth $727K as of Q2 2026.
  • Capstone Financial Advisors sold 266 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $33.9K.
  • Vanguard ESG US Stock ETF made up 0.04% of Capstone Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Capstone Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Capstone Financial Advisors's Vanguard ESG US Stock ETF position peaked at $819K in Q2 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.