CA
ESGV icon

Cetera Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cetera Advisors’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
2024
Q1 		$1.41M Buy
15,104
+6
+0% +$534 0.01% 990
2023
Q4 		$1.28M Buy
15,098
+483
+3% +$38.1K 0.02% 676
2023
Q3 		$1.1M Sell
14,615
-384
-3% -$30.1K 0.02% 690
2023
Q2 		$1.18M Buy
14,999
+50
+0.3% +$3.68K 0.02% 657
2023
Q1 		$1.07M Buy
14,949
+2,495
+20% +$174K 0.02% 668
2022
Q4 		$820K Buy
12,454
+5,395
+76% +$360K 0.01% 746
2022
Q3 		$444K Sell
7,059
-25
-0.4% -$1.75K 0.01% 829
2022
Q2 		$470K Buy
7,084
+66
+0.9% +$4.77K 0.01% 871
2022
Q1 		$569K Sell
7,018
-54
-0.8% -$4.34K 0.01% 827
2021
Q4 		$622K Buy
7,072
+1,137
+19% +$97.1K 0.01% 798
2021
Q3 		$475K Buy
5,935
+581
+11% +$47.9K 0.01% 900
2021
Q2 		$428K Buy
5,354
+51
+1% +$3.96K 0.01% 888
2021
Q1 		$391K Buy
5,303
+314
+6% +$22.7K 0.01% 846
2020
Q4 		$350K Buy
4,989
+1,543
+45% +$102K 0.01% 770
2020
Q3 		$213K Buy
+3,446
New +$209K 0.01% 860

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Cetera Advisors's ESGV Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.04% in Q1 2024, buying an estimated $534 and bringing the position to 15,104 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #990.

Cetera Advisors first reported a position in ESGV in Q3 2020 and has held it in 15 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Cetera Advisors held 15,104 shares of Vanguard ESG US Stock ETF worth $1.41M as of Q1 2024.
  • Cetera Advisors bought 6 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $534.
  • Vanguard ESG US Stock ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #990 holding.
  • Cetera Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 15 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.