Corient Private Wealth
ESGV icon

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

Corient Private Wealth’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
Q1 		$4.37M Sell
39,116
-36,068
-48% -$4.28M 0.01% 903
2025
Q4 		$9.09M Buy
75,184
+71,605
+2,001% +$8.59M 0.01% 811
2025
Q3 		$424K Buy
3,579
+1,307
+58% +$149K ﹤0.01% 1899
2025
Q2 		$249K Sell
2,272
-31,710
-93% -$3.2M ﹤0.01% 2105
2025
Q1 		$3.33M Buy
33,982
+2,064
+6% +$216K 0.01% 808
2024
Q4 		$3.35M Sell
31,918
-2,924
-8% -$307K 0.01% 821
2024
Q3 		$3.54M Buy
34,842
+1,139
+3% +$112K 0.01% 863
2024
Q2 		$3.26M Buy
33,703
+1,399
+4% +$130K 0.01% 840
2024
Q1 		$3.01M Buy
32,304
+178
+0.6% +$15.8K 0.01% 851
2023
Q4 		$2.73M Buy
32,126
+4,992
+18% +$393K 0.01% 874
2023
Q3 		$2.04M Sell
27,134
-32,769
-55% -$2.57M ﹤0.01% 910
2023
Q2 		$4.69M Sell
59,903
-1,058
-2% -$77.9K 0.01% 649
2023
Q1 		$4.37M Buy
60,961
+1,072
+2% +$74.7K 0.01% 627
2022
Q4 		$3.94M Buy
+59,889
New +$3.99M 0.01% 549

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth's ESGV Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 48% in Q1 2026, selling an estimated $4.28M and leaving 39,116 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #903.

Corient Private Wealth first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.09M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Corient Private Wealth held 39,116 shares of Vanguard ESG US Stock ETF worth $4.37M as of Q1 2026.
  • Corient Private Wealth sold 36,068 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $4.28M.
  • Vanguard ESG US Stock ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #903 holding.
  • Corient Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard ESG US Stock ETF position peaked at $9.09M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.