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

Triumph 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 		$397 Hold
3
– – ﹤0.01% 1756
2026
Q1 		$337 Hold
3
– – ﹤0.01% 1735
2025
Q4 		$363 Buy
+3
New +$360 ﹤0.01% 1681

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Triumph Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Triumph Capital Management first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Triumph Capital Management held 3 shares of Vanguard ESG US Stock ETF worth $397 as of Q2 2026.
  • Triumph Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1756 holding.
  • Triumph Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.