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Cedar Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cedar Wealth Management’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 		$22.7M Sell
202,272
-93
-0% -$11K 6.61% 5
2025
Q4 		$24.5M Sell
202,365
-186
-0.1% -$22.3K 7.32% 5
2025
Q3 		$24M Hold
202,551
– – 7.35% 5
2025
Q2 		$22.2M Hold
202,551
– – 7.52% 5
2025
Q1 		$19.8M Sell
202,551
-3,654
-2% -$382K 7.06% 6
2024
Q4 		$21.6M Sell
206,205
-837
-0.4% -$87.8K 7.82% 4
2024
Q3 		$21M Buy
207,042
+5
+0% +$490 6.53% 4
2024
Q2 		$20M Sell
207,037
-1,020
-0.5% -$94.5K 6.49% 4
2024
Q1 		$19.4M Sell
208,057
-5,799
-3% -$516K 6.38% 4
2023
Q4 		$18.2M Sell
213,856
-32,678
-13% -$2.58M 6.62% 4
2023
Q3 		$18.5M Sell
246,534
-857
-0.3% -$67.2K 7.33% 3
2023
Q2 		$19.4M Sell
247,391
-3,689
-1% -$272K 7.49% 3
2023
Q1 		$18M Sell
251,080
-1,263
-0.5% -$88K 7.37% 4
2022
Q4 		$16.6M Sell
252,343
-3,035
-1% -$202K 8.21% 4
2022
Q3 		$16.1M Buy
255,378
+1,228
+0.5% +$86.2K 7.99% 3
2022
Q2 		$16.9M Buy
254,150
+21,421
+9% +$1.55M 7.73% 3
2022
Q1 		$18.9M Buy
232,729
+104,257
+81% +$8.38M 7.63% 2
2021
Q4 		$11.3M Buy
128,472
+6,935
+6% +$592K 4.56% 3
2021
Q3 		$9.73M Buy
121,537
+236
+0.2% +$19.4K 4.33% 4
2021
Q2 		$9.7M Buy
121,301
+6,489
+6% +$503K 4.37% 5
2021
Q1 		$8.47M Buy
+114,812
New +$8.31M 4.21% 5

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

Cedar Wealth Management's ESGV Position: Q1 2026 in Review

Cedar Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.05% in Q1 2026, selling an estimated $11K and leaving 202,272 shares worth $22.7M. The position accounts for 6.61% of the portfolio, ranked #5.

Cedar Wealth Management first reported a position in ESGV in Q1 2021 and has held it in 21 quarters since. The position peaked at $24.5M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Cedar Wealth Management held 202,272 shares of Vanguard ESG US Stock ETF worth $22.7M as of Q1 2026.
  • Cedar Wealth Management sold 93 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $11K.
  • Vanguard ESG US Stock ETF made up 6.61% of Cedar Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Cedar Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • Cedar Wealth Management's Vanguard ESG US Stock ETF position peaked at $24.5M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.