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Wolfstich Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wolfstich 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
Q3 		$301K Hold
2,219
– – 0.24% 20
2026
Q2 		$293K Sell
2,219
-574
-21% -$73.2K 0.23% 19
2026
Q1 		$303K Sell
2,793
-97
-3% -$11.5K 0.27% 38
2025
Q4 		$350K Sell
2,890
-207
-7% -$24.8K 0.32% 15
2025
Q3 		$367K Hold
3,097
– – 0.75% 11
2025
Q2 		$340K Hold
3,097
– – 0.75% 11
2025
Q1 		$303K Hold
3,097
– – 0.27% 20
2024
Q4 		$325K Buy
+3,097
New +$325K 0.29% 19

Other funds holding ESGV

SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

Wolfstich Capital's ESGV Position: Q3 2026 in Review

Wolfstich Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 2,219 shares worth $301K. The position accounts for 0.24% of the portfolio, ranked #20.

Wolfstich Capital first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $367K in Q3 2025. 142 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Wolfstich Capital held 2,219 shares of Vanguard ESG US Stock ETF worth $301K as of Q3 2026.
  • Wolfstich Capital left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.24% of Wolfstich Capital's portfolio in Q3 2026, its #20 holding.
  • Wolfstich Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
  • Wolfstich Capital's Vanguard ESG US Stock ETF position peaked at $367K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.