Soundwatch Capital
ESGV icon

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
Q3 		$24.3M Sell
177,833
-3,595
-2% -$484K 2.67% 3
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 $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

Soundwatch Capital's ESGV Position: Q3 2026 in Review

Soundwatch Capital reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q3 2026, selling an estimated $484K and leaving 177,833 shares worth $24.3M. The position accounts for 2.67% of the portfolio, ranked #3.

Soundwatch Capital first reported a position in ESGV in Q4 2021 and has held it in 17 quarters since. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Soundwatch Capital held 177,833 shares of Vanguard ESG US Stock ETF worth $24.3M as of Q3 2026.
  • Soundwatch Capital sold 3,595 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $484K.
  • Vanguard ESG US Stock ETF made up 2.67% of Soundwatch Capital's portfolio in Q3 2026, its #3 holding.
  • Soundwatch Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 17 quarters since.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Soundwatch Capital's 13F filing for Q3 2026, filed 4 Nov 2026.