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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
Q2 		$26.7M Sell
202,193
-79
-0% -$10.1K 6.87% 5
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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Cedar Wealth Management's ESGV Position: Q2 2026 in Review

Cedar Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.04% in Q2 2026, selling an estimated $10.1K and leaving 202,193 shares worth $26.7M. The position accounts for 6.87% of the portfolio, ranked #5.

Cedar Wealth Management first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cedar Wealth Management held 202,193 shares of Vanguard ESG US Stock ETF worth $26.7M as of Q2 2026.
  • Cedar Wealth Management sold 79 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard ESG US Stock ETF made up 6.87% of Cedar Wealth Management's portfolio in Q2 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 22 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.