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Ameritas Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ameritas Investment Partners’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
Q1 		$664K Buy
5,914
+204
+4% +$24.2K 0.02% 750
2025
Q4 		$691K Buy
5,710
+164
+3% +$19.7K 0.02% 725
2025
Q3 		$657K Sell
5,546
-312
-5% -$35.5K 0.02% 727
2025
Q2 		$642K Buy
5,858
+8
+0.1% +$806 0.02% 746
2025
Q1 		$573K Buy
5,850
+27
+0.5% +$2.82K 0.02% 766
2024
Q4 		$611K Sell
5,823
-61
-1% -$6.4K 0.02% 754
2024
Q3 		$598K Sell
5,884
-25
-0.4% -$2.45K 0.02% 779
2024
Q2 		$571K Buy
5,909
+184
+3% +$17.1K 0.02% 760
2024
Q1 		$533K Sell
5,725
-17
-0.3% -$1.51K 0.02% 790
2023
Q4 		$488K Buy
5,742
+35
+0.6% +$2.76K 0.02% 809
2023
Q3 		$429K Buy
5,707
+74
+1% +$5.81K 0.02% 821
2023
Q2 		$441K Sell
5,633
-482
-8% -$35.5K 0.02% 808
2023
Q1 		$439K Sell
6,115
-427
-7% -$29.8K 0.02% 804
2022
Q4 		$431K Sell
6,542
-1,109
-14% -$74K 0.02% 823
2022
Q3 		$481K Buy
7,651
+302
+4% +$21.2K 0.02% 758
2022
Q2 		$487K Sell
7,349
-1,794
-20% -$130K 0.02% 761
2022
Q1 		$741K Sell
9,143
-2,451
-21% -$197K 0.03% 711
2021
Q4 		$1.02M Sell
11,594
-83
-0.7% -$7.09K 0.03% 633
2021
Q3 		$934K Sell
11,677
-252
-2% -$20.8K 0.03% 638
2021
Q2 		$954K Sell
11,929
-24
-0.2% -$1.86K 0.03% 638
2021
Q1 		$881K Buy
11,953
+826
+7% +$59.8K 0.03% 642
2020
Q4 		$780K Buy
11,127
+919
+9% +$60.7K 0.04% 642
2020
Q3 		$630K Buy
10,208
+263
+3% +$16K 0.03% 639
2020
Q2 		$560K Buy
9,945
+253
+3% +$13.3K 0.03% 679
2020
Q1 		$443K Buy
9,692
+932
+11% +$50.3K 0.03% 662
2019
Q4 		$495K Buy
8,760
+844
+11% +$45.6K 0.02% 754
2019
Q3 		$410K Buy
7,916
+3,437
+77% +$178K 0.02% 790
2019
Q2 		$229K Buy
+4,479
New +$225K 0.01% 992

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Partners's ESGV Position: Q1 2026 in Review

Ameritas Investment Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.6% in Q1 2026, buying an estimated $24.2K and bringing the position to 5,914 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #750.

Ameritas Investment Partners first reported a position in ESGV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Ameritas Investment Partners held 5,914 shares of Vanguard ESG US Stock ETF worth $664K as of Q1 2026.
  • Ameritas Investment Partners bought 204 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $24.2K.
  • Vanguard ESG US Stock ETF made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #750 holding.
  • Ameritas Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 28 quarters since.
  • Ameritas Investment Partners's Vanguard ESG US Stock ETF position peaked at $1.02M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.