NCM
ESGV icon

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

NCM 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
Q1 		$337K Sell
3,000
-341
-10% -$40.5K 0.12% 143
2025
Q4 		$404K Hold
3,341
– – 0.15% 132
2025
Q3 		$396K Hold
3,341
– – 0.15% 127
2025
Q2 		$366K Hold
3,341
– – 0.15% 135
2025
Q1 		$327K Hold
3,341
– – 0.15% 137
2024
Q4 		$350K Buy
+3,341
New +$351K 0.16% 131

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

NCM Capital Management's ESGV Position: Q1 2026 in Review

NCM Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, selling an estimated $40.5K and leaving 3,000 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #143.

NCM Capital Management first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • NCM Capital Management held 3,000 shares of Vanguard ESG US Stock ETF worth $337K as of Q1 2026.
  • NCM Capital Management sold 341 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $40.5K.
  • Vanguard ESG US Stock ETF made up 0.12% of NCM Capital Management's portfolio in Q1 2026, its #143 holding.
  • NCM Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • NCM Capital Management's Vanguard ESG US Stock ETF position peaked at $404K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.