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Cahill Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cahill Financial Advisors’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 		$1.4M Sell
10,570
-233
-2% -$29.7K 0.13% 111
2026
Q1 		$1.21M Sell
10,803
-450
-4% -$53.4K 0.13% 118
2025
Q4 		$1.36M Sell
11,253
-743
-6% -$89.1K 0.15% 101
2025
Q3 		$1.42M Hold
11,996
– – 0.16% 96
2025
Q2 		$1.32M Hold
11,996
– – 0.16% 93
2025
Q1 		$1.18M Hold
11,996
– – 0.16% 99
2024
Q4 		$1.26M Sell
11,996
-43
-0.4% -$4.51K 0.17% 98
2024
Q3 		$1.22M Buy
12,039
+168
+1% +$16.5K 0.17% 99
2024
Q2 		$1.15M Buy
11,871
+3
+0% +$278 0.16% 113
2024
Q1 		$1.11M Sell
11,868
-369
-3% -$32.8K 0.15% 114
2023
Q4 		$1.04M Sell
12,237
-566
-4% -$44.6K 0.15% 116
2023
Q3 		$963K Sell
12,803
-1,137
-8% -$89.2K 0.16% 121
2023
Q2 		$1.09M Sell
13,940
-672
-5% -$49.5K 0.18% 111
2023
Q1 		$1.05M Sell
14,612
-21,878
-60% -$1.52M 0.19% 114
2022
Q4 		$2.4M Buy
36,490
+7,596
+26% +$507K 0.46% 47
2022
Q3 		$1.82M Buy
+28,894
New +$2.03M 0.38% 64

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cahill Financial Advisors's ESGV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q2 2026, selling an estimated $29.7K and leaving 10,570 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #111.

Cahill Financial Advisors first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q4 2022. 564 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cahill Financial Advisors held 10,570 shares of Vanguard ESG US Stock ETF worth $1.4M as of Q2 2026.
  • Cahill Financial Advisors sold 233 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $29.7K.
  • Vanguard ESG US Stock ETF made up 0.13% of Cahill Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Cahill Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • Cahill Financial Advisors's Vanguard ESG US Stock ETF position peaked at $2.4M in Q4 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.