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

Verde 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 		$35.6M Sell
268,931
-338,213
-56% -$43.1M 6.58% 7
2026
Q1 		$68.2M Sell
607,144
-1,265
-0.2% -$150K 14.58% 1
2025
Q4 		$73.6M Sell
608,409
-1,527
-0.3% -$183K 15.7% 1
2025
Q3 		$72.2M Buy
609,936
+29,252
+5% +$3.33M 16.01% 1
2025
Q2 		$63.7M Buy
580,684
+21,785
+4% +$2.2M 15.71% 1
2025
Q1 		$54.7M Sell
558,899
-3,673
-0.7% -$384K 15.57% 1
2024
Q4 		$59M Buy
562,572
+12,748
+2% +$1.34M 16.65% 1
2024
Q3 		$55.9M Sell
549,824
-17,072
-3% -$1.67M 16.76% 1
2024
Q2 		$54.8M Buy
566,896
+35,432
+7% +$3.28M 17.39% 1
2024
Q1 		$49.5M Buy
531,464
+38,944
+8% +$3.46M 16.95% 2
2023
Q4 		$41.9M Sell
492,520
-13,948
-3% -$1.1M 15.84% 2
2023
Q3 		$38.1M Buy
506,468
+13,371
+3% +$1.05M 14.81% 2
2023
Q2 		$38.6M Buy
493,097
+15,722
+3% +$1.16M 14.66% 2
2023
Q1 		$34.2M Buy
477,375
+942
+0.2% +$65.6K 14.28% 2
2022
Q4 		$31.4M Sell
476,433
-37,212
-7% -$2.48M 14.99% 2
2022
Q3 		$32.3M Buy
513,645
+49,289
+11% +$3.46M 15.71% 2
2022
Q2 		$30.8M Buy
464,356
+234,002
+102% +$16.9M 14.15% 2
2022
Q1 		$18.7M Buy
230,354
+11,705
+5% +$941K 7.4% 6
2021
Q4 		$19.2M Buy
218,649
+16,338
+8% +$1.4M 7.32% 6
2021
Q3 		$16.2M Buy
202,311
+30,674
+18% +$2.53M 6.74% 7
2021
Q2 		$13.7M Buy
+171,637
New +$13.3M 5.78% 8

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

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

Verde Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 56% in Q2 2026, selling an estimated $43.1M and leaving 268,931 shares worth $35.6M. The position accounts for 6.58% of the portfolio, ranked #7.

Verde Capital Management first reported a position in ESGV in Q2 2021 and has held it in 21 quarters since. The position peaked at $73.6M in Q4 2025. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Verde Capital Management held 268,931 shares of Vanguard ESG US Stock ETF worth $35.6M as of Q2 2026.
  • Verde Capital Management sold 338,213 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $43.1M.
  • Vanguard ESG US Stock ETF made up 6.58% of Verde Capital Management's portfolio in Q2 2026, its #7 holding.
  • Verde Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • Verde Capital Management's Vanguard ESG US Stock ETF position peaked at $73.6M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.