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Scott Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Scott Capital Advisors’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 		$1.93M Buy
14,606
+574
+4% +$73.2K 0.3% 27
2026
Q1 		$1.65M Buy
14,032
+924
+7% +$110K 0.34% 26
2025
Q4 		$1.59M Buy
13,108
+971
+8% +$116K 0.35% 23
2025
Q3 		$1.45M Buy
12,137
+197
+2% +$22.4K 0.33% 23
2025
Q2 		$1.32M Buy
11,940
+789
+7% +$79.5K 0.36% 23
2025
Q1 		$1.09M Buy
+11,151
New +$1.17M 0.33% 24
2023
Q1 		– Sell
-21,142
Closed -$1.39M – 49
2022
Q4 		$1.39M Buy
21,142
+52
+0.2% +$3.47K 0.79% 15
2022
Q3 		$1.33M Buy
21,090
+527
+3% +$37K 0.91% 14
2022
Q2 		$1.36M Buy
20,563
+32
+0.2% +$2.31K 0.92% 14
2022
Q1 		$1.67M Buy
20,531
+1,408
+7% +$113K 0.98% 12
2021
Q4 		$1.68M Buy
+19,123
New +$1.63M 1.02% 11

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Scott Capital Advisors's ESGV Position: Q2 2026 in Review

Scott Capital Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.1% in Q2 2026, buying an estimated $73.2K and bringing the position to 14,606 shares worth $1.93M. The position accounts for 0.3% of the portfolio, ranked #27.

Scott Capital Advisors first reported a position in ESGV in Q4 2021 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Scott Capital Advisors held 14,606 shares of Vanguard ESG US Stock ETF worth $1.93M as of Q2 2026.
  • Scott Capital Advisors bought 574 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $73.2K.
  • Vanguard ESG US Stock ETF made up 0.3% of Scott Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Scott Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 11 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.