EdgeRock Capital
ESGV icon

EdgeRock Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

EdgeRock Capital’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
Q3 		$371K Buy
+2,740
New +$369K 0.08% 96
2023
Q4 		– Sell
-3,028
Closed -$228K – 334
2023
Q3 		$228K Buy
+3,028
New +$238K 0.14% 53
2022
Q4 		– Sell
-941
Closed -$59K – 163
2022
Q3 		$59K Buy
+941
New +$66K 0.03% 93

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Stanich Group
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IMPACTfolio
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

EdgeRock Capital's ESGV Position: Q3 2026 in Review

EdgeRock Capital opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2026: 2,740 shares worth $371K. The stake represents 0.08% of the portfolio and ranks #96 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in ESGV as recently as Q3 2023.

EdgeRock Capital first reported a position in ESGV in Q3 2022 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • EdgeRock Capital held 2,740 shares of Vanguard ESG US Stock ETF worth $371K as of Q3 2026.
  • Vanguard ESG US Stock ETF was a new EdgeRock Capital position in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.08% of EdgeRock Capital's portfolio in Q3 2026, its #96 holding.
  • EdgeRock Capital first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.