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Clarius Group LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clarius Group LLC’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 		$711K Buy
5,877
+446
+8% +$53.5K 0.04% 158
2025
Q3 		$643K Buy
5,431
+3
+0.1% +$342 0.04% 174
2025
Q2 		$595K Buy
+5,428
New +$547K 0.03% 218
2025
Q1 		– Sell
-2,427
Closed -$255K – 492
2024
Q4 		$255K Buy
2,427
+118
+5% +$12.4K 0.02% 358
2024
Q3 		$235K Sell
2,309
-398
-15% -$39K 0.02% 385
2024
Q2 		$262K Buy
2,707
+410
+18% +$38K 0.02% 350
2024
Q1 		$214K Sell
2,297
-10,320
-82% -$918K 0.01% 436
2023
Q4 		$1.07M Hold
12,617
– – 0.09% 116
2023
Q3 		$949K Hold
12,617
– – 0.09% 121
2023
Q2 		$989K Buy
12,617
+85
+0.7% +$6.26K 0.08% 142
2023
Q1 		$899K Buy
12,532
+10
+0.1% +$697 0.08% 145
2022
Q4 		$825K Sell
12,522
-4,848
-28% -$323K 0.07% 160
2022
Q3 		$1.09M Sell
17,370
-6,888
-28% -$483K 0.11% 113
2022
Q2 		$1.61M Buy
24,258
+12,093
+99% +$873K 0.16% 83
2022
Q1 		$1.07M Hold
12,165
– – 0.08% 128
2021
Q4 		$1.07M Buy
12,165
+27
+0.2% +$2.31K 0.08% 128
2021
Q3 		$972K Buy
12,138
+61
+0.5% +$5.03K 0.09% 124
2021
Q2 		$966K Sell
12,077
-776
-6% -$60.2K 0.09% 123
2021
Q1 		$948K Buy
12,853
+880
+7% +$63.7K 0.09% 117
2020
Q4 		$840K Hold
11,973
– – 0.09% 111
2020
Q3 		$740K Hold
11,973
– – 0.1% 100
2020
Q2 		$675K Buy
+11,973
New +$629K 0.09% 108

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

Clarius Group LLC's ESGV Position: Q4 2025 in Review

Clarius Group LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.2% in Q4 2025, buying an estimated $53.5K and bringing the position to 5,877 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #158.

Clarius Group LLC first reported a position in ESGV in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q2 2022. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Clarius Group LLC held 5,877 shares of Vanguard ESG US Stock ETF worth $711K as of Q4 2025.
  • Clarius Group LLC bought 446 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $53.5K.
  • Vanguard ESG US Stock ETF made up 0.04% of Clarius Group LLC's portfolio in Q4 2025, its #158 holding.
  • Clarius Group LLC first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 22 quarters since.
  • Clarius Group LLC's Vanguard ESG US Stock ETF position peaked at $1.61M in Q2 2022.
  • 690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.