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

Soundwatch 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 		$24M Buy
181,428
+142,330
+364% +$18.1M 2.66% 3
2026
Q1 		$4.39M Buy
39,098
+489
+1% +$58.1K 0.55% 8
2025
Q4 		$4.67M Buy
38,609
+15
+0% +$1.8K 0.72% 8
2025
Q3 		$4.57M Buy
+38,594
New +$4.39M 0.73% 8
2025
Q1 		– Sell
-38,859
Closed -$4.08M – 32
2024
Q4 		$4.08M Sell
38,859
-394
-1% -$41.3K 0.43% 7
2024
Q3 		$3.99M Buy
39,253
+1,478
+4% +$145K 0.63% 7
2024
Q2 		$3.65M Sell
37,775
-2,632
-7% -$244K 20.08% 2
2024
Q1 		$3.75M Buy
+40,407
New +$3.59M 0.73% 5
2023
Q4 		– Sell
-48,582
Closed -$3.65M – 33
2023
Q3 		$3.65M Buy
48,582
+48,578
+1,214,450% +$3.81M 0.79% 8
2023
Q2 		$3.57M Sell
4
-48,586
-100% -$3.58M 0.91% 8
2023
Q1 		$3.48M Buy
48,590
+3,055
+7% +$213K 0.8% 7
2022
Q4 		$35.8K Buy
45,535
+42,280
+1,299% +$2.82M 0.04% 16
2022
Q3 		$205K Sell
3,255
-42,345
-93% -$2.97M 0.2% 11
2022
Q2 		$3.03M Sell
45,600
-16,895
-27% -$1.22M 2.89% 3
2022
Q1 		$5.07M Sell
62,495
-17,999
-22% -$1.45M 4.55% 2
2021
Q4 		$7.08M Buy
+80,494
New +$6.88M 1.51% 4

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

Soundwatch Capital's ESGV Position: Q2 2026 in Review

Soundwatch Capital increased its Vanguard ESG US Stock ETF (ESGV) stake by 364% in Q2 2026, buying an estimated $18.1M and bringing the position to 181,428 shares worth $24M. The position accounts for 2.66% of the portfolio, ranked #3.

Soundwatch Capital first reported a position in ESGV in Q4 2021 and has held it in 16 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Soundwatch Capital held 181,428 shares of Vanguard ESG US Stock ETF worth $24M as of Q2 2026.
  • Soundwatch Capital bought 142,330 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $18.1M.
  • Vanguard ESG US Stock ETF made up 2.66% of Soundwatch Capital's portfolio in Q2 2026, its #3 holding.
  • Soundwatch Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.