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 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

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

Sapient Capital's ESGV Position: Q2 2026 in Review

Sapient Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 17,094 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #145.

Sapient Capital first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q2 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sapient Capital held 17,094 shares of Vanguard ESG US Stock ETF worth $2.26M as of Q2 2026.
Sapient Capital left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.03% of Sapient Capital's portfolio in Q2 2026, its #145 holding.
Sapient Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Vanguard ESG US Stock ETF position peaked at $3.12M in Q2 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.