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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Soundwatch Capital's ESGV Position: Q1 2026 in Review

Soundwatch Capital increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.3% in Q1 2026, buying an estimated $58.1K and bringing the position to 39,098 shares worth $4.39M. The position accounts for 0.55% of the portfolio, ranked #8.

Soundwatch Capital first reported a position in ESGV in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.08M in Q4 2021. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Soundwatch Capital held 39,098 shares of Vanguard ESG US Stock ETF worth $4.39M as of Q1 2026.
  • Soundwatch Capital bought 489 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $58.1K.
  • Vanguard ESG US Stock ETF made up 0.55% of Soundwatch Capital's portfolio in Q1 2026, its #8 holding.
  • Soundwatch Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 15 quarters since.
  • Soundwatch Capital's Vanguard ESG US Stock ETF position peaked at $7.08M in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.