AAS
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Ameritas Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-198
Closed -$21.7K – 2357
2025
Q2 		$21.7K Buy
+198
New +$20K ﹤0.01% 1701
2023
Q2 		– Sell
-50
Closed -$3.59K – 1134
2023
Q1 		$3.59K Buy
+50
New +$3.48K ﹤0.01% 2250

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Ameritas Advisory Services's ESGV Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 198 shares — an estimated $21.7K sold.

Ameritas Advisory Services first reported a position in ESGV in Q1 2023 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 198 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $21.7K.
  • Ameritas Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Vanguard ESG US Stock ETF position peaked at $21.7K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.