Scott Capital Advisors
ESGV icon

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
Q3 		$2.13M Buy
15,423
+817
+6% +$110K 0.31% 32
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 		$1.66M 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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scott Capital Advisors's ESGV Position: Q3 2026 in Review

Scott Capital Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.6% in Q3 2026, buying an estimated $110K and bringing the position to 15,423 shares worth $2.13M. The position accounts for 0.31% of the portfolio, ranked #32.

Scott Capital Advisors first reported a position in ESGV in Q4 2021 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Scott Capital Advisors held 15,423 shares of Vanguard ESG US Stock ETF worth $2.13M as of Q3 2026.
  • Scott Capital Advisors bought 817 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $110K.
  • Vanguard ESG US Stock ETF made up 0.31% of Scott Capital Advisors's portfolio in Q3 2026, its #32 holding.
  • Scott Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 12 quarters since.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.