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
Q2 		$397K Hold
3,000
– – 0.12% 137
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

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

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

NCM Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,000 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #137.

NCM Capital Management first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q4 2025. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • NCM Capital Management held 3,000 shares of Vanguard ESG US Stock ETF worth $397K as of Q2 2026.
  • NCM Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.12% of NCM Capital Management's portfolio in Q2 2026, its #137 holding.
  • NCM Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • NCM Capital Management's Vanguard ESG US Stock ETF position peaked at $404K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on NCM Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.