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Regatta Capital Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Regatta Capital Group’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 		$21.6M Buy
163,717
+3,320
+2% +$423K 2.91% 12
2026
Q1 		$18M Buy
160,397
+8,332
+5% +$990K 2.73% 12
2025
Q4 		$18.4M Buy
152,065
+2,545
+2% +$305K 2.78% 11
2025
Q3 		$17.7M Buy
149,520
+2,113
+1% +$241K 2.8% 11
2025
Q2 		$16.2M Buy
147,407
+5,864
+4% +$591K 2.77% 11
2025
Q1 		$13.9M Buy
141,543
+6,532
+5% +$683K 2.69% 10
2024
Q4 		$14.2M Buy
135,011
+4,303
+3% +$451K 2.75% 10
2024
Q3 		$13.3M Buy
130,708
+6,489
+5% +$636K 2.58% 9
2024
Q2 		$12M Buy
124,219
+5,471
+5% +$507K 2.59% 10
2024
Q1 		$11.1M Buy
118,748
+59,139
+99% +$5.26M 2.49% 9
2023
Q4 		$5.07M Sell
59,609
-3,424
-5% -$270K 1.33% 18
2023
Q3 		$4.74M Buy
+63,033
New +$4.95M 1.5% 14
2023
Q2 		– Sell
-52,355
Closed -$3.45M – 174
2023
Q1 		$3.45M Hold
52,355
– – 1.23% 13
2022
Q4 		$3.45M Buy
52,355
+5,946
+13% +$397K 1.23% 13
2022
Q3 		$3.08M Hold
46,409
– – 1.26% 15
2022
Q2 		$3.08M Buy
46,409
+6,361
+16% +$459K 1.47% 13
2022
Q1 		$3.25M Buy
40,048
+5,858
+17% +$471K 1.12% 20
2021
Q4 		$3M Buy
+34,190
New +$2.92M 1.05% 19

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

Regatta Capital Group's ESGV Position: Q2 2026 in Review

Regatta Capital Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q2 2026, buying an estimated $423K and bringing the position to 163,717 shares worth $21.6M. The position accounts for 2.91% of the portfolio, ranked #12.

Regatta Capital Group first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Regatta Capital Group held 163,717 shares of Vanguard ESG US Stock ETF worth $21.6M as of Q2 2026.
  • Regatta Capital Group bought 3,320 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $423K.
  • Vanguard ESG US Stock ETF made up 2.91% of Regatta Capital Group's portfolio in Q2 2026, its #12 holding.
  • Regatta Capital Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.