Cary Street Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cary Street 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 Q2	$103K	Hold	103,431	–	–	﹤0.01%	999
2026 Q1	$103K	Hold	103,431	–	–	﹤0.01%	902
2025 Q4	$103K	Hold	103,431	–	–	﹤0.01%	903
2025 Q3	$103K	Hold	103,431	–	–	﹤0.01%	862
2025 Q2	$103K	Hold	103,431	–	–	﹤0.01%	836
2025 Q1	$103K	Hold	103,431	–	–	﹤0.01%	804
2024 Q4	$103K	Buy	+103,431	New	+$10.9M	﹤0.01%	776

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Cary Street Partners's ESGV Position: Q2 2026 in Review

Cary Street Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 103,431 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Cary Street Partners first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Cary Street Partners held 103,431 shares of Vanguard ESG US Stock ETF worth $103K as of Q2 2026.
Cary Street Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #999 holding.
Cary Street Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.