Commonwealth Equity Services
ESGV icon

Commonwealth Equity Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Commonwealth Equity Services’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 		$19.7M Sell
149,053
-4,286
-3% -$546K 0.02% 602
2026
Q1 		$17.2M Sell
153,339
-5,295
-3% -$629K 0.02% 625
2025
Q4 		$19.2M Sell
158,634
-16,389
-9% -$1.97M 0.03% 582
2025
Q3 		$20.7M Buy
175,023
+19,784
+13% +$2.25M 0.03% 563
2025
Q2 		$17M Sell
155,239
-40,282
-21% -$4.06M 0.02% 641
2025
Q1 		$19.2M Sell
195,521
-34,690
-15% -$3.63M 0.03% 577
2024
Q4 		$24.1M Buy
230,211
+42,527
+23% +$4.46M 0.04% 463
2024
Q3 		$19.1M Sell
187,684
-3,144
-2% -$308K 0.03% 536
2024
Q2 		$18.4M Buy
190,828
+4,214
+2% +$391K 0.03% 537
2024
Q1 		$17.4M Sell
186,614
-30,836
-14% -$2.74M 0.03% 542
2023
Q4 		$18.5M Buy
217,450
+32,656
+18% +$2.57M 0.03% 481
2023
Q3 		$13.9M Buy
184,794
+8,215
+5% +$645K 0.03% 553
2023
Q2 		$13.8M Sell
176,579
-5,368
-3% -$395K 0.03% 553
2023
Q1 		$13M Buy
181,947
+6,332
+4% +$441K 0.03% 554
2022
Q4 		$11.6M Sell
175,615
-12,954
-7% -$864K 0.03% 575
2022
Q3 		$11.9M Buy
188,569
+27,421
+17% +$1.92M 0.03% 513
2022
Q2 		$10.7M Buy
161,148
+29,783
+23% +$2.15M 0.03% 553
2022
Q1 		$10.7M Sell
131,365
-37,863
-22% -$3.04M 0.02% 605
2021
Q4 		$14.9M Buy
169,228
+7,574
+5% +$647K 0.03% 462
2021
Q3 		$12.9M Buy
161,654
+19,575
+14% +$1.61M 0.03% 477
2021
Q2 		$11.4M Buy
142,079
+33,657
+31% +$2.61M 0.03% 524
2021
Q1 		$8M Buy
108,422
+25,621
+31% +$1.86M 0.02% 585
2020
Q4 		$5.81M Buy
82,801
+41,719
+102% +$2.75M 0.02% 664
2020
Q3 		$2.54M Buy
41,082
+6,606
+19% +$402K 0.01% 973
2020
Q2 		$1.94M Buy
34,476
+4,650
+16% +$244K 0.01% 1045
2020
Q1 		$1.36M Sell
29,826
-27,591
-48% -$1.49M 0.01% 1100
2019
Q4 		$3.25M Buy
57,417
+3,292
+6% +$178K 0.01% 782
2019
Q3 		$2.81M Buy
54,125
+14,816
+38% +$767K 0.01% 797
2019
Q2 		$2.01M Buy
39,309
+23,042
+142% +$1.16M 0.01% 962
2019
Q1 		$798K Buy
16,267
+5,952
+58% +$280K ﹤0.01% 1450
2018
Q4 		$443K Buy
+10,315
New +$477K ﹤0.01% 1727

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

Commonwealth Equity Services's ESGV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q2 2026, selling an estimated $546K and leaving 149,053 shares worth $19.7M. The position accounts for 0.02% of the portfolio, ranked #602.

Commonwealth Equity Services first reported a position in ESGV in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.1M in Q4 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Commonwealth Equity Services held 149,053 shares of Vanguard ESG US Stock ETF worth $19.7M as of Q2 2026.
  • Commonwealth Equity Services sold 4,286 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $546K.
  • Vanguard ESG US Stock ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #602 holding.
  • Commonwealth Equity Services first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 31 quarters since.
  • Commonwealth Equity Services's Vanguard ESG US Stock ETF position peaked at $24.1M in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.