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

SCS 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 		$51.7M Buy
391,185
+652
+0.2% +$83.1K 0.49% 34
2026
Q1 		$43.8M Sell
390,533
-2,316
-0.6% -$275K 0.46% 33
2025
Q4 		$47.5M Sell
392,849
-12,813
-3% -$1.54M 0.5% 33
2025
Q3 		$48M Buy
405,662
+7
+0% +$797 0.52% 28
2025
Q2 		$44.5M Buy
405,655
+22,938
+6% +$2.31M 0.49% 30
2025
Q1 		$37.5M Buy
382,717
+48,983
+15% +$5.12M 0.48% 33
2024
Q4 		$35M Buy
333,734
+3,292
+1% +$345K 0.72% 24
2024
Q3 		$33.6M Buy
330,442
+48,619
+17% +$4.77M 0.68% 24
2024
Q2 		$27.2M Buy
281,823
+37,216
+15% +$3.45M 0.57% 26
2024
Q1 		$22.8M Sell
244,607
-9,197
-4% -$818K 0.48% 28
2023
Q4 		$21.6M Buy
253,804
+14,549
+6% +$1.15M 0.49% 29
2023
Q3 		$18M Buy
239,255
+5,745
+2% +$451K 0.48% 28
2023
Q2 		$18.3M Buy
233,510
+5,121
+2% +$377K 0.45% 26
2023
Q1 		$16.4M Buy
228,389
+958
+0.4% +$66.8K 0.48% 26
2022
Q4 		$15M Buy
227,431
+26,065
+13% +$1.74M 0.44% 26
2022
Q3 		$12.7M Buy
201,366
+4,482
+2% +$315K 0.37% 27
2022
Q2 		$13.1M Sell
196,884
-3,189
-2% -$230K 0.36% 32
2022
Q1 		$16.2M Buy
200,073
+4,103
+2% +$330K 0.37% 29
2021
Q4 		$17.2M Buy
195,970
+23,000
+13% +$1.96M 0.38% 30
2021
Q3 		$13.8M Buy
172,970
+17,871
+12% +$1.47M 0.3% 31
2021
Q2 		$12.4M Buy
155,099
+16,423
+12% +$1.27M 0.23% 30
2021
Q1 		$10.2M Buy
138,676
+13,338
+11% +$966K 0.19% 30
2020
Q4 		$8.79M Sell
125,338
-6,905
-5% -$456K 0.17% 28
2020
Q3 		$8.17M Sell
132,243
-437
-0.3% -$26.6K 0.17% 31
2020
Q2 		$7.48M Buy
132,680
+2,401
+2% +$126K 0.16% 30
2020
Q1 		$5.96M Buy
130,279
+4,770
+4% +$257K 0.19% 31
2019
Q4 		$7.1M Buy
125,509
+36,182
+41% +$1.95M 0.22% 23
2019
Q3 		$4.64M Buy
89,327
+36,334
+69% +$1.88M 0.15% 18
2019
Q2 		$2.71M Buy
+52,993
New +$2.66M 0.09% 20

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

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

SCS Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.17% in Q2 2026, buying an estimated $83.1K and bringing the position to 391,185 shares worth $51.7M. The position accounts for 0.49% of the portfolio, ranked #34.

SCS Capital Management first reported a position in ESGV in Q2 2019 and has held it in 29 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • SCS Capital Management held 391,185 shares of Vanguard ESG US Stock ETF worth $51.7M as of Q2 2026.
  • SCS Capital Management bought 652 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $83.1K.
  • Vanguard ESG US Stock ETF made up 0.49% of SCS Capital Management's portfolio in Q2 2026, its #34 holding.
  • SCS Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 29 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.