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Prime Capital Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Prime Capital Investment Advisors’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 		$390K Buy
2,952
+450
+18% +$57.4K ﹤0.01% 774
2026
Q1 		$281K Buy
2,502
+221
+10% +$26.2K ﹤0.01% 859
2025
Q4 		$276K Sell
2,281
-503
-18% -$60.3K ﹤0.01% 849
2025
Q3 		$330K Sell
2,784
-9
-0.3% -$1.02K ﹤0.01% 778
2025
Q2 		$306K Sell
2,793
-4,364
-61% -$440K ﹤0.01% 759
2025
Q1 		$701K Buy
7,157
+4,294
+150% +$449K 0.01% 577
2024
Q4 		$300K Hold
2,863
– – ﹤0.01% 728
2024
Q3 		$291K Hold
2,863
– – ﹤0.01% 748
2024
Q2 		$277K Sell
2,863
-550
-16% -$51K ﹤0.01% 749
2024
Q1 		$318K Buy
3,413
+79
+2% +$7.03K ﹤0.01% 760
2023
Q4 		$284K Sell
3,334
-668
-17% -$52.6K ﹤0.01% 755
2023
Q3 		$301K Buy
4,002
+51
+1% +$4K 0.01% 580
2023
Q2 		$310K Buy
+3,951
New +$291K 0.01% 598

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Prime Capital Investment Advisors's ESGV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 18% in Q2 2026, buying an estimated $57.4K and bringing the position to 2,952 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Prime Capital Investment Advisors first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $701K in Q1 2025. 587 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Prime Capital Investment Advisors held 2,952 shares of Vanguard ESG US Stock ETF worth $390K as of Q2 2026.
  • Prime Capital Investment Advisors bought 450 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #774 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's Vanguard ESG US Stock ETF position peaked at $701K in Q1 2025.
  • 587 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.