CIBC Private Wealth Group
ESGV icon

CIBC Private Wealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.87M Buy
15,424
+68
+0.4% +$8.16K ﹤0.01% 587
2025
Q3 		$1.82M Sell
15,356
-6
-0% -$683 ﹤0.01% 587
2025
Q2 		$1.68M Buy
15,362
+1,014
+7% +$102K ﹤0.01% 583
2025
Q1 		$1.25M Hold
14,348
– – ﹤0.01% 614
2024
Q4 		$1.51M Hold
14,348
– – ﹤0.01% 615
2024
Q3 		$1.46M Sell
14,348
-933
-6% -$91.4K ﹤0.01% 619
2024
Q2 		$1.51M Buy
15,281
+3,190
+26% +$296K ﹤0.01% 587
2024
Q1 		$1.12M Buy
12,091
+41
+0.3% +$3.65K ﹤0.01% 643
2023
Q4 		$1.02M Buy
12,050
+621
+5% +$48.9K ﹤0.01% 626
2023
Q3 		$860K Buy
11,429
+689
+6% +$54.1K ﹤0.01% 636
2023
Q2 		$841K Buy
10,740
+4,250
+65% +$313K ﹤0.01% 621
2023
Q1 		$465K Buy
6,490
+1,810
+39% +$126K ﹤0.01% 721
2022
Q4 		$659K Buy
+4,680
New +$312K ﹤0.01% 578

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CIBC Private Wealth Group's ESGV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.44% in Q4 2025, buying an estimated $8.16K and bringing the position to 15,424 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #587.

CIBC Private Wealth Group first reported a position in ESGV in Q4 2022 and has held it in 13 quarters since. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • CIBC Private Wealth Group held 15,424 shares of Vanguard ESG US Stock ETF worth $1.87M as of Q4 2025.
  • CIBC Private Wealth Group bought 68 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $8.16K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #587 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 13 quarters since.
  • 690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.