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

Cherrydale 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 		$980K Sell
7,409
-121
-2% -$15.4K 0.26% 32
2026
Q1 		$845K Buy
7,530
+19
+0.3% +$2.26K 0.26% 31
2025
Q4 		$908K Sell
7,511
-74
-1% -$8.88K 0.28% 32
2025
Q3 		$898K Buy
7,585
+18
+0.2% +$2.05K 0.28% 33
2025
Q2 		$830K Buy
7,567
+19
+0.3% +$1.92K 0.29% 32
2025
Q1 		$739K Buy
7,548
+20
+0.3% +$2.09K 0.29% 30
2024
Q4 		$790K Buy
7,528
+747
+11% +$78.4K 0.31% 29
2024
Q3 		$689K Buy
6,781
+19
+0.3% +$1.86K 0.28% 30
2024
Q2 		$653K Sell
6,762
-7,477
-53% -$693K 0.29% 31
2024
Q1 		$1.33M Buy
14,239
+1,073
+8% +$95.4K 0.62% 19
2023
Q4 		$1.12M Buy
13,166
+127
+1% +$10K 0.58% 21
2023
Q3 		$981K Buy
13,039
+254
+2% +$19.9K 0.58% 22
2023
Q2 		$1M Buy
12,785
+34
+0.3% +$2.5K 0.7% 15
2023
Q1 		$914K Buy
12,751
+36
+0.3% +$2.51K 0.69% 17
2022
Q4 		$837K Buy
12,715
+2,725
+27% +$182K 0.69% 15
2022
Q3 		$628K Buy
9,990
+35
+0.4% +$2.46K 0.58% 17
2022
Q2 		$661K Sell
9,955
-4,556
-31% -$329K 0.61% 17
2022
Q1 		$1.18M Buy
14,511
+244
+2% +$19.6K 0.86% 15
2021
Q4 		$1.25M Buy
+14,267
New +$1.22M 0.94% 17

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

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

Cherrydale Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.6% in Q2 2026, selling an estimated $15.4K and leaving 7,409 shares worth $980K. The position accounts for 0.26% of the portfolio, ranked #32.

Cherrydale Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cherrydale Wealth Management held 7,409 shares of Vanguard ESG US Stock ETF worth $980K as of Q2 2026.
  • Cherrydale Wealth Management sold 121 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $15.4K.
  • Vanguard ESG US Stock ETF made up 0.26% of Cherrydale Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Cherrydale Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.33M in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.