CAM
ESGV icon

Clarity Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clarity Asset 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 		$2.81M Buy
21,255
+720
+4% +$91.8K 1.38% 26
2026
Q1 		$2.31M Sell
20,535
-164,608
-89% -$19.5M 1.17% 24
2025
Q4 		$22.4M Sell
185,143
-19
-0% -$2.28K 12.33% 2
2025
Q3 		$21.9M Sell
185,162
-668
-0.4% -$76K 12.3% 2
2025
Q2 		$20.4M Sell
185,830
-10,140
-5% -$1.02M 12.16% 2
2025
Q1 		$19.2M Buy
195,970
+30,580
+18% +$3.2M 12.36% 2
2024
Q4 		$17.3M Sell
165,390
-4,506
-3% -$473K 11.29% 2
2024
Q3 		$17.3M Buy
169,896
+1,812
+1% +$178K 12% 2
2024
Q2 		$16.2M Buy
168,084
+1,055
+0.6% +$97.8K 11.53% 2
2024
Q1 		$15.6M Buy
167,029
+166,873
+106,970% +$14.8M 10.75% 2
2023
Q4 		$13.2K Buy
+156
New +$12.3K 0.01% 144

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Clarity Asset Management's ESGV Position: Q2 2026 in Review

Clarity Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.5% in Q2 2026, buying an estimated $91.8K and bringing the position to 21,255 shares worth $2.81M. The position accounts for 1.38% of the portfolio, ranked #26.

Clarity Asset Management first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q4 2025. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Clarity Asset Management held 21,255 shares of Vanguard ESG US Stock ETF worth $2.81M as of Q2 2026.
  • Clarity Asset Management bought 720 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $91.8K.
  • Vanguard ESG US Stock ETF made up 1.38% of Clarity Asset Management's portfolio in Q2 2026, its #26 holding.
  • Clarity Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Clarity Asset Management's Vanguard ESG US Stock ETF position peaked at $22.4M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.