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

Novare 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 		$1.49M Buy
11,278
+125
+1% +$15.9K 0.11% 101
2026
Q1 		$1.25M Sell
11,153
-128
-1% -$15.2K 0.1% 103
2025
Q4 		$1.36M Sell
11,281
-194
-2% -$23.3K 0.1% 102
2025
Q3 		$1.36M Buy
11,475
+120
+1% +$13.7K 0.1% 106
2025
Q2 		$1.24M Buy
11,355
+1,575
+16% +$159K 0.1% 109
2025
Q1 		$958K Buy
9,780
+1,235
+14% +$129K 0.08% 115
2024
Q4 		$896K Sell
8,545
-50
-0.6% -$5.25K 0.08% 117
2024
Q3 		$874K Hold
8,595
– – 0.07% 116
2024
Q2 		$830K Buy
+8,595
New +$797K 0.07% 115

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

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

Novare Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,278 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #101.

Novare Capital Management first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Novare Capital Management held 11,278 shares of Vanguard ESG US Stock ETF worth $1.49M as of Q2 2026.
  • Novare Capital Management bought 125 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard ESG US Stock ETF made up 0.11% of Novare Capital Management's portfolio in Q2 2026, its #101 holding.
  • Novare Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.