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

Cresset 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 		$12.3M Sell
92,937
-20
-0% -$2.55K 0.04% 244
2026
Q1 		$10.4M Buy
92,957
+738
+0.8% +$87.6K 0.05% 244
2025
Q4 		$11.2M Buy
92,219
+1,234
+1% +$148K 0.05% 234
2025
Q3 		$10.8M Buy
90,985
+2,373
+3% +$270K 0.05% 232
2025
Q2 		$9.72M Buy
88,612
+744
+0.8% +$75K 0.05% 222
2025
Q1 		$8.61M Buy
87,868
+2,863
+3% +$299K 0.04% 249
2024
Q4 		$8.92M Buy
85,005
+3,814
+5% +$400K 0.04% 244
2024
Q3 		$8.25M Sell
81,191
-259
-0.3% -$25.4K 0.03% 352
2024
Q2 		$7.87M Buy
81,450
+16,227
+25% +$1.5M 0.03% 341
2024
Q1 		$6.08M Sell
65,223
-3,481
-5% -$310K 0.03% 348
2023
Q4 		$5.84M Buy
68,704
+47,113
+218% +$3.71M 0.03% 304
2023
Q3 		$1.62M Sell
21,591
-563
-3% -$44.2K 0.01% 628
2023
Q2 		$1.74M Buy
+22,154
New +$1.63M ﹤0.01% 693

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

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

Cresset Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.02% in Q2 2026, selling an estimated $2.55K and leaving 92,937 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #244.

Cresset Asset Management first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cresset Asset Management held 92,937 shares of Vanguard ESG US Stock ETF worth $12.3M as of Q2 2026.
  • Cresset Asset Management sold 20 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.55K.
  • Vanguard ESG US Stock ETF made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #244 holding.
  • Cresset Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.