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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
Q2 		– Sell
-2,935
Closed -$330K – 191
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

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

McCarter Private Wealth Services's ESGV Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,935 shares — an estimated $330K sold.

McCarter Private Wealth Services first reported a position in ESGV in Q4 2025 and held it in 2 quarters. The position peaked at $556K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 2,935 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $330K.
  • McCarter Private Wealth Services first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 2 quarters.
  • McCarter Private Wealth Services's Vanguard ESG US Stock ETF position peaked at $556K in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.