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

Per Stirling 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	–	Sell	-4,693	Closed	-$527K	–	340
2026 Q1	$527K	Buy	4,693 +983	+26%	+$117K	0.06%	194
2025 Q4	$449K	Hold	3,710	–	–	0.05%	194
2025 Q3	$439K	Hold	3,710	–	–	0.05%	193
2025 Q2	$407K	Sell	3,710 -120	-3%	-$12.1K	0.05%	188
2025 Q1	$375K	Hold	3,830	–	–	0.05%	192
2024 Q4	$402K	Sell	3,830 -1,150	-23%	-$121K	0.06%	187
2024 Q3	$506K	Sell	4,980 -161	-3%	-$15.8K	0.07%	178
2024 Q2	$497K	Buy	5,141 +4	+0.1%	+$371	0.08%	156
2024 Q1	$479K	Buy	+5,137	New	+$457K	0.08%	146

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Per Stirling Capital Management's ESGV Position: Q2 2026 in Review

Per Stirling Capital Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 4,693 shares — an estimated $527K sold.

Per Stirling Capital Management first reported a position in ESGV in Q1 2024 and held it in 9 quarters. The position peaked at $527K in Q1 2026. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Per Stirling Capital Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Per Stirling Capital Management sold 4,693 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $527K.
Per Stirling Capital Management first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 9 quarters.
Per Stirling Capital Management's Vanguard ESG US Stock ETF position peaked at $527K in Q1 2026.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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