Sapient Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sapient Capital’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 Q3	$2.32M	Hold	17,094	–	–	0.03%	143
2026 Q2	$2.26M	Hold	17,094	–	–	0.03%	145
2026 Q1	$1.92M	Sell	17,094 -7,455	-30%	-$885K	0.03%	158
2025 Q4	$2.99M	Hold	24,549	–	–	0.04%	131
2025 Q3	$2.9M	Sell	24,549 -3,900	-14%	-$444K	0.04%	127
2025 Q2	$3.12M	Hold	28,449	–	–	0.06%	119
2025 Q1	$2.79M	Hold	28,449	–	–	0.06%	123
2024 Q4	$2.98M	Hold	28,449	–	–	0.06%	117
2024 Q3	$2.89M	Buy	28,449 +11,355	+66%	+$1.11M	0.06%	122
2024 Q2	$1.65M	Hold	17,094	–	–	0.03%	143
2024 Q1	$1.59M	Hold	17,094	–	–	0.04%	150
2023 Q4	$1.45M	Buy	+17,094	New	+$1.35M	0.04%	146

Other funds holding ESGV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital's ESGV Position: Q3 2026 in Review

Sapient Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 17,094 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #143.

Sapient Capital first reported a position in ESGV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.12M in Q2 2025. 33 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Sapient Capital held 17,094 shares of Vanguard ESG US Stock ETF worth $2.32M as of Q3 2026.
Sapient Capital left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
Vanguard ESG US Stock ETF made up 0.03% of Sapient Capital's portfolio in Q3 2026, its #143 holding.
Sapient Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's Vanguard ESG US Stock ETF position peaked at $3.12M in Q2 2025.
33 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.