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

McCarter Private Wealth 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
Q1 		$330K Sell
2,935
-1,665
-36% -$198K 0.14% 125
2025
Q4 		$556K Buy
+4,600
New +$552K 0.25% 82

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

McCarter Private Wealth Services's ESGV Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 36% in Q1 2026, selling an estimated $198K and leaving 2,935 shares worth $330K. The position accounts for 0.14% of the portfolio, ranked #125.

McCarter Private Wealth Services first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $556K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • McCarter Private Wealth Services held 2,935 shares of Vanguard ESG US Stock ETF worth $330K as of Q1 2026.
  • McCarter Private Wealth Services sold 1,665 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $198K.
  • Vanguard ESG US Stock ETF made up 0.14% of McCarter Private Wealth Services's portfolio in Q1 2026, its #125 holding.
  • McCarter Private Wealth Services first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's Vanguard ESG US Stock ETF position peaked at $556K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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