WPC
ESGV icon

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

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

Wedmont Private Capital's ESGV Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.12% in Q2 2026, buying an estimated $2.81K and bringing the position to 18,588 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #154.

Wedmont Private Capital first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Wedmont Private Capital held 18,588 shares of Vanguard ESG US Stock ETF worth $2.49M as of Q2 2026.
  • Wedmont Private Capital bought 22 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.81K.
  • Vanguard ESG US Stock ETF made up 0.07% of Wedmont Private Capital's portfolio in Q2 2026, its #154 holding.
  • Wedmont Private Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.