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

Gemmer 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 		$24.2M Sell
183,341
-284
-0.2% -$36.2K 1.63% 17
2026
Q1 		$20.6M Buy
183,625
+5,819
+3% +$691K 1.63% 17
2025
Q4 		$21.5M Buy
177,806
+14,046
+9% +$1.68M 1.66% 16
2025
Q3 		$19.4M Buy
163,760
+7,923
+5% +$902K 1.56% 19
2025
Q2 		$17.1M Buy
155,837
+10,171
+7% +$1.03M 1.52% 20
2025
Q1 		$14.3M Buy
145,666
+4,604
+3% +$481K 1.42% 21
2024
Q4 		$14.8M Buy
141,062
+13,174
+10% +$1.38M 1.46% 20
2024
Q3 		$13M Buy
127,888
+13,378
+12% +$1.31M 1.3% 23
2024
Q2 		$11.1M Buy
114,510
+10,990
+11% +$1.02M 1.18% 24
2024
Q1 		$9.65M Buy
103,520
+10,987
+12% +$977K 1.12% 25
2023
Q4 		$7.87M Buy
92,533
+24,920
+37% +$1.96M 0.97% 31
2023
Q3 		$5.09M Buy
67,613
+10,214
+18% +$801K 0.69% 32
2023
Q2 		$4.5M Buy
57,399
+4,812
+9% +$354K 0.61% 33
2023
Q1 		$3.77M Buy
52,587
+7,111
+16% +$496K 0.55% 34
2022
Q4 		$3M Buy
45,476
+3,015
+7% +$201K 0.47% 35
2022
Q3 		$2.67M Buy
42,461
+3,072
+8% +$216K 0.45% 39
2022
Q2 		$2.62M Buy
39,389
+2,397
+6% +$173K 0.41% 37
2022
Q1 		$3M Buy
36,992
+2,037
+6% +$164K 0.37% 40
2021
Q4 		$3.07M Buy
34,955
+1,075
+3% +$91.8K 0.36% 42
2021
Q3 		$2.71M Buy
33,880
+31
+0.1% +$2.55K 0.37% 37
2021
Q2 		$2.71M Buy
33,849
+3,022
+10% +$234K 0.37% 41
2021
Q1 		$2.27M Buy
30,827
+2,706
+10% +$196K 0.36% 40
2020
Q4 		$1.97M Sell
28,121
-756
-3% -$49.9K 0.33% 41
2020
Q3 		$1.78M Buy
28,877
+20,515
+245% +$1.25M 0.33% 39
2020
Q2 		$472K Buy
8,362
+1,656
+25% +$87.1K 0.1% 61
2020
Q1 		$307K Buy
+6,706
New +$362K 0.08% 67

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

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

Gemmer Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.15% in Q2 2026, selling an estimated $36.2K and leaving 183,341 shares worth $24.2M. The position accounts for 1.63% of the portfolio, ranked #17.

Gemmer Asset Management first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Gemmer Asset Management held 183,341 shares of Vanguard ESG US Stock ETF worth $24.2M as of Q2 2026.
  • Gemmer Asset Management sold 284 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $36.2K.
  • Vanguard ESG US Stock ETF made up 1.63% of Gemmer Asset Management's portfolio in Q2 2026, its #17 holding.
  • Gemmer Asset Management first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.