Cerity Partners
ESGV icon

Cerity Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cerity 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 		$29.8M Sell
225,455
-1,648
-0.7% -$210K 0.04% 367
2026
Q1 		$25.5M Sell
227,103
-579
-0.3% -$68.8K 0.04% 370
2025
Q4 		$27.5M Buy
227,682
+7,267
+3% +$872K 0.04% 339
2025
Q3 		$26.1M Sell
220,415
-10,925
-5% -$1.24M 0.04% 332
2025
Q2 		$25.4M Sell
231,340
-743
-0.3% -$74.9K 0.05% 320
2025
Q1 		$22.7M Buy
232,083
+22,347
+11% +$2.34M 0.05% 308
2024
Q4 		$22M Sell
209,736
-4,370
-2% -$459K 0.05% 300
2024
Q3 		$21.8M Sell
214,106
-12,232
-5% -$1.2M 0.05% 299
2024
Q2 		$21.9M Buy
226,338
+8,563
+4% +$794K 0.06% 264
2024
Q1 		$20.3M Sell
217,775
-2,192
-1% -$195K 0.05% 291
2023
Q4 		$18.7M Buy
219,967
+190,073
+636% +$15M 0.06% 255
2023
Q3 		$2.25M Sell
29,894
-161,121
-84% -$12.6M 0.01% 556
2023
Q2 		$15M Buy
191,015
+56,322
+42% +$4.15M 0.06% 285
2023
Q1 		$9.66M Buy
134,693
+41,339
+44% +$2.88M 0.02% 362
2022
Q4 		$8.06M Buy
93,354
+52,034
+126% +$3.47M 0.05% 289
2022
Q3 		$2.6M Sell
41,320
-50,524
-55% -$3.55M 0.03% 334
2022
Q2 		$6.1M Buy
91,844
+833
+0.9% +$60.1K 0.07% 229
2022
Q1 		$5.03M Buy
91,011
+16,951
+23% +$1.36M 0.08% 192
2021
Q4 		$5.22M Buy
+74,060
New +$6.33M 0.08% 198

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

Cerity Partners's ESGV Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.73% in Q2 2026, selling an estimated $210K and leaving 225,455 shares worth $29.8M. The position accounts for 0.04% of the portfolio, ranked #367.

Cerity Partners first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cerity Partners held 225,455 shares of Vanguard ESG US Stock ETF worth $29.8M as of Q2 2026.
  • Cerity Partners sold 1,648 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $210K.
  • Vanguard ESG US Stock ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #367 holding.
  • Cerity Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.