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Mengis Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mengis Capital Management’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 		$473K Buy
3,574
+108
+3% +$13.8K 0.07% 174
2026
Q1 		$389K Buy
3,466
+260
+8% +$30.9K 0.07% 171
2025
Q4 		$388K Buy
3,206
+816
+34% +$97.9K 0.07% 169
2025
Q3 		$283K Buy
2,390
+1
+0% +$114 0.06% 180
2025
Q2 		$262K Hold
2,389
– – 0.06% 177
2025
Q1 		$234K Sell
2,389
-254
-10% -$26.6K 0.05% 174
2024
Q4 		$277K Sell
2,643
-81
-3% -$8.5K 0.06% 163
2024
Q3 		$277K Sell
2,724
-228
-8% -$22.3K 0.05% 163
2024
Q2 		$285K Sell
2,952
-24
-0.8% -$2.23K 0.06% 155
2024
Q1 		$277K Buy
2,976
+100
+3% +$8.89K 0.04% 182
2023
Q4 		$245K Buy
2,876
+61
+2% +$4.81K 0.05% 159
2023
Q3 		$212K Sell
2,815
-191
-6% -$15K 0.04% 159
2023
Q2 		$236K Buy
3,006
+67
+2% +$4.93K 0.05% 156
2023
Q1 		$211K Buy
+2,939
New +$205K 0.04% 159
2022
Q2 		– Sell
-2,914
Closed -$236K – 168
2022
Q1 		$236K Sell
2,914
-78
-3% -$6.27K 0.05% 165
2021
Q4 		$263K Buy
2,992
+309
+12% +$26.4K 0.05% 161
2021
Q3 		$214K Buy
+2,683
New +$221K 0.04% 172

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

Mengis Capital Management's ESGV Position: Q2 2026 in Review

Mengis Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,574 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #174.

Mengis Capital Management first reported a position in ESGV in Q3 2021 and has held it in 17 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Mengis Capital Management held 3,574 shares of Vanguard ESG US Stock ETF worth $473K as of Q2 2026.
  • Mengis Capital Management bought 108 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $13.8K.
  • Vanguard ESG US Stock ETF made up 0.07% of Mengis Capital Management's portfolio in Q2 2026, its #174 holding.
  • Mengis Capital Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 17 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.