Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cetera Investment Advisers’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 		$7.94M Sell
60,047
-580
-1% -$74K 0.01% 1292
2026
Q1 		$6.81M Buy
60,627
+633
+1% +$75.2K 0.01% 1310
2025
Q4 		$7.26M Buy
59,994
+5,260
+10% +$631K 0.01% 1224
2025
Q3 		$6.48M Buy
54,734
+3,113
+6% +$354K 0.01% 1229
2025
Q2 		$5.66M Sell
51,621
-7,814
-13% -$788K 0.01% 1115
2025
Q1 		$5.82M Sell
59,435
-1,169
-2% -$122K 0.01% 1023
2024
Q4 		$6.36M Sell
60,604
-3,812
-6% -$400K 0.01% 920
2024
Q3 		$6.55M Sell
64,416
-3,914
-6% -$384K 0.01% 868
2024
Q2 		$6.6M Buy
68,330
+303
+0.4% +$28.1K 0.02% 859
2024
Q1 		$6.34M Buy
68,027
+65,458
+2,548% +$5.82M 0.02% 864
2023
Q4 		$219K Sell
2,569
-819
-24% -$64.5K ﹤0.01% 1993
2023
Q3 		$255K Sell
3,388
-43
-1% -$3.37K ﹤0.01% 1831
2023
Q2 		$269K Buy
3,431
+46
+1% +$3.39K ﹤0.01% 1817
2023
Q1 		$243K Buy
3,385
+210
+7% +$14.6K ﹤0.01% 1829
2022
Q4 		$209K Buy
+3,175
New +$212K ﹤0.01% 1882
2022
Q3 		– Sell
-5,576
Closed -$370K – 1781
2022
Q2 		$370K Sell
5,576
-381
-6% -$27.5K 0.01% 1283
2022
Q1 		$483K Sell
5,957
-3,723
-38% -$299K 0.01% 1181
2021
Q4 		$851K Buy
9,680
+4,527
+88% +$387K 0.01% 880
2021
Q3 		$413K Sell
5,153
-410
-7% -$33.8K 0.01% 1251
2021
Q2 		$445K Sell
5,563
-37
-0.7% -$2.87K 0.01% 1191
2021
Q1 		$413K Sell
5,600
-221
-4% -$16K 0.01% 1082
2020
Q4 		$408K Sell
5,821
-200
-3% -$13.2K 0.01% 1068
2020
Q3 		$372K Sell
6,021
-62
-1% -$3.77K 0.03% 448
2020
Q2 		$343K Buy
6,083
+1,576
+35% +$82.9K 0.03% 443
2020
Q1 		$206K Buy
+4,507
New +$243K 0.03% 489

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

Cetera Investment Advisers's ESGV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.96% in Q2 2026, selling an estimated $74K and leaving 60,047 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #1292.

Cetera Investment Advisers first reported a position in ESGV in Q1 2020 and has held it in 25 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cetera Investment Advisers held 60,047 shares of Vanguard ESG US Stock ETF worth $7.94M as of Q2 2026.
  • Cetera Investment Advisers sold 580 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $74K.
  • Vanguard ESG US Stock ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1292 holding.
  • Cetera Investment Advisers first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.