Wedmont Private Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wedmont Private 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	$2.49M	Buy	18,588 +22	+0.1%	+$2.81K	0.07%	154
2026 Q1	$2.18M	Sell	18,566 -593	-3%	-$70.4K	0.07%	154
2025 Q4	$2.35M	Buy	19,159 +738	+4%	+$88.5K	0.08%	145
2025 Q3	$2.19M	Buy	18,421 +39	+0.2%	+$4.44K	0.08%	146
2025 Q2	$2.04M	Buy	18,382 +1,787	+11%	+$180K	0.09%	143
2025 Q1	$1.55M	Buy	16,595 +14,042	+550%	+$1.47M	0.08%	151
2024 Q4	$265K	Buy	+2,553	New	+$268K	0.01%	571

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return