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

Passive 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	$943K	Sell	8,402 -118	-1%	-$14K	0.28%	38
2025 Q4	$1.03M	Buy	8,520 +202	+2%	+$24.2K	0.32%	37
2025 Q3	$985K	Buy	8,318 +157	+2%	+$17.9K	0.32%	37
2025 Q2	$893K	Sell	8,161 -35	-0.4%	-$3.53K	0.28%	38
2025 Q1	$803K	Buy	8,196 +241	+3%	+$25.2K	0.25%	39
2024 Q4	$834K	Buy	7,955 +468	+6%	+$49.1K	0.29%	34
2024 Q3	$761K	Sell	7,487 -196	-3%	-$19.2K	0.27%	36
2024 Q2	$742K	Buy	7,683 +288	+4%	+$26.7K	0.28%	34
2024 Q1	$689K	Sell	7,395 -475	-6%	-$42.2K	0.27%	34
2023 Q4	$669K	Buy	7,870 +1,195	+18%	+$94.2K	0.27%	34
2023 Q3	$502K	Hold	6,675	–	–	0.22%	35
2023 Q2	$523K	Sell	6,675 -770	-10%	-$56.7K	0.22%	35
2023 Q1	$534K	Hold	7,445	–	–	0.23%	34
2022 Q4	$490K	Buy	+7,445	New	+$497K	0.22%	36

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Passive Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q1 2026, selling an estimated $14K and leaving 8,402 shares worth $943K. The position accounts for 0.28% of the portfolio, ranked #38.

Passive Capital Management first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Passive Capital Management held 8,402 shares of Vanguard ESG US Stock ETF worth $943K as of Q1 2026.
Passive Capital Management sold 118 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $14K.
Vanguard ESG US Stock ETF made up 0.28% of Passive Capital Management's portfolio in Q1 2026, its #38 holding.
Passive Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
Passive Capital Management's Vanguard ESG US Stock ETF position peaked at $1.03M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.