Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cambridge Investment Research 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
Q1 		$12.8M Buy
114,352
+2,584
+2% +$307K 0.03% 525
2025
Q4 		$13.5M Sell
111,768
-12,817
-10% -$1.54M 0.04% 483
2025
Q3 		$14.8M Buy
124,585
+385
+0.3% +$43.8K 0.04% 440
2025
Q2 		$13.6M Buy
124,200
+3,720
+3% +$375K 0.04% 437
2025
Q1 		$11.8M Buy
120,480
+2,433
+2% +$254K 0.04% 444
2024
Q4 		$12.4M Buy
118,047
+5,372
+5% +$564K 0.04% 421
2024
Q3 		$11.5M Buy
112,675
+684
+0.6% +$67K 0.04% 451
2024
Q2 		$10.8M Buy
111,991
+5,359
+5% +$497K 0.04% 431
2024
Q1 		$9.94M Buy
106,632
+4,518
+4% +$402K 0.04% 461
2023
Q4 		$8.69M Buy
102,114
+4,980
+5% +$392K 0.04% 461
2023
Q3 		$7.31M Sell
97,134
-7,156
-7% -$561K 0.03% 487
2023
Q2 		$8.17M Buy
104,290
+13,421
+15% +$988K 0.04% 450
2023
Q1 		$6.52M Buy
90,869
+3,869
+4% +$270K 0.03% 514
2022
Q4 		$5.73M Sell
87,000
-4,907
-5% -$327K 0.03% 551
2022
Q3 		$5.78M Sell
91,907
-29,991
-25% -$2.11M 0.03% 505
2022
Q2 		$8.09M Buy
121,898
+1,125
+0.9% +$81.2K 0.04% 397
2022
Q1 		$9.79M Sell
120,773
-9,631
-7% -$774K 0.05% 380
2021
Q4 		$11.5M Buy
130,404
+63,130
+94% +$5.39M 0.05% 332
2021
Q3 		$5.39M Buy
67,274
+9,196
+16% +$758K 0.03% 577
2021
Q2 		$4.64M Buy
58,078
+9,559
+20% +$742K 0.02% 656
2021
Q1 		$3.58M Buy
48,519
+5,713
+13% +$414K 0.02% 708
2020
Q4 		$3M Buy
42,806
+23,146
+118% +$1.53M 0.02% 716
2020
Q3 		$1.22M Buy
19,660
+5,654
+40% +$344K 0.01% 1075
2020
Q2 		$790K Buy
14,006
+2,127
+18% +$112K 0.01% 1270
2020
Q1 		$544K Sell
11,879
-160
-1% -$8.63K 0.01% 1314
2019
Q4 		$681K Buy
12,039
+3,376
+39% +$182K 0.01% 1377
2019
Q3 		$450K Buy
+8,663
New +$448K ﹤0.01% 1574
2019
Q2 		– Sell
-4,113
Closed -$202K – 2246
2019
Q1 		$202K Buy
+4,113
New +$194K ﹤0.01% 2066

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

Cambridge Investment Research Advisors's ESGV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.3% in Q1 2026, buying an estimated $307K and bringing the position to 114,352 shares worth $12.8M. The position accounts for 0.03% of the portfolio, ranked #525.

Cambridge Investment Research Advisors first reported a position in ESGV in Q1 2019 and has held it in 28 quarters since. The position peaked at $14.8M in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Cambridge Investment Research Advisors held 114,352 shares of Vanguard ESG US Stock ETF worth $12.8M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,584 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $307K.
  • Vanguard ESG US Stock ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #525 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's Vanguard ESG US Stock ETF position peaked at $14.8M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.