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

Richardson 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	$91.1K	Buy	689 +2	+0.3%	+$255	0.04%	95
2026 Q1	$77.2K	Buy	687 +2	+0.3%	+$238	0.04%	99
2025 Q4	$82.9K	Buy	685 +1	+0.1%	+$120	0.04%	82
2025 Q3	$81K	Buy	684 +2	+0.3%	+$228	0.04%	77
2025 Q2	$74.8K	Buy	682 +2	+0.3%	+$202	0.04%	73
2025 Q1	$66.7K	Buy	680 +1	+0.1%	+$105	0.04%	74
2024 Q4	$71.2K	Buy	679 +2	+0.3%	+$210	0.05%	62
2024 Q3	$68.8K	Buy	677 +2	+0.3%	+$196	0.05%	49
2024 Q2	$65.2K	Buy	675 +2	+0.3%	+$185	0.05%	55
2024 Q1	$62.7K	Buy	673 +2	+0.3%	+$178	0.05%	52
2023 Q4	$57.1K	Buy	+671	New	+$52.9K	0.06%	53

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

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

Richardson Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.29% in Q2 2026, buying an estimated $255 and bringing the position to 689 shares worth $91.1K. The position accounts for 0.04% of the portfolio, ranked #95.

Richardson Capital Management first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Richardson Capital Management held 689 shares of Vanguard ESG US Stock ETF worth $91.1K as of Q2 2026.
Richardson Capital Management bought 2 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $255.
Vanguard ESG US Stock ETF made up 0.04% of Richardson Capital Management's portfolio in Q2 2026, its #95 holding.
Richardson Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.