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

RB 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	$358K	Hold	2,709	–	–	0.07%	145
2026 Q1	$304K	Hold	2,709	–	–	0.06%	151
2025 Q4	$328K	Hold	2,709	–	–	0.07%	156
2025 Q3	$321K	Hold	2,709	–	–	0.07%	150
2025 Q2	$297K	Hold	2,709	–	–	0.07%	151
2025 Q1	$265K	Hold	2,709	–	–	0.06%	158
2024 Q4	$284K	Hold	2,709	–	–	0.06%	153
2024 Q3	$275K	Hold	2,709	–	–	0.06%	160
2024 Q2	$262K	Hold	2,709	–	–	0.06%	155
2024 Q1	$252K	Hold	2,709	–	–	0.07%	159
2023 Q4	$230K	Hold	2,709	–	–	0.07%	158
2023 Q3	$204K	Hold	2,709	–	–	0.06%	160
2023 Q2	$212K	Buy	+2,709	New	+$199K	0.06%	166

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

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

RB Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,709 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #145.

RB Capital Management first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

RB Capital Management held 2,709 shares of Vanguard ESG US Stock ETF worth $358K as of Q2 2026.
RB Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.07% of RB Capital Management's portfolio in Q2 2026, its #145 holding.
RB Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on RB Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.