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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
Q2 		$1.03M Buy
8,520
+118
+1% +$15K 0.32% 37
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

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

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

Passive Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q2 2026, buying an estimated $15K and bringing the position to 8,520 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #37.

Passive Capital Management first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Passive Capital Management held 8,520 shares of Vanguard ESG US Stock ETF worth $1.03M as of Q2 2026.
  • Passive Capital Management bought 118 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $15K.
  • Vanguard ESG US Stock ETF made up 0.32% of Passive Capital Management's portfolio in Q2 2026, its #37 holding.
  • Passive Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.