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Cardiff Park Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cardiff Park 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 		$268K Sell
2,026
-459
-18% -$58.5K 0.02% 232
2026
Q1 		$279K Sell
2,485
-49
-2% -$5.82K 0.02% 240
2025
Q4 		$306K Sell
2,534
-304
-11% -$36.5K 0.03% 217
2025
Q3 		$336K Sell
2,838
-1
-0% -$114 0.03% 223
2025
Q2 		$311K Buy
2,839
+56
+2% +$5.64K 0.03% 220
2025
Q1 		$273K Buy
2,783
+11
+0.4% +$1.15K 0.03% 222
2024
Q4 		$291K Buy
2,772
+5
+0.2% +$525 0.03% 210
2024
Q3 		$281K Buy
2,767
+8
+0.3% +$784 0.03% 210
2024
Q2 		$267K Buy
2,759
+9
+0.3% +$834 0.03% 208
2024
Q1 		$256K Buy
2,750
+6
+0.2% +$534 0.02% 221
2023
Q4 		$233K Buy
2,744
+11
+0.4% +$867 0.03% 209
2023
Q3 		$206K Buy
2,733
+9
+0.3% +$706 0.03% 214
2023
Q2 		$213K Buy
2,724
+8
+0.3% +$589 0.03% 224
2023
Q1 		$195K Buy
2,716
+7
+0.3% +$488 0.03% 222
2022
Q4 		$178K Buy
2,709
+13
+0.5% +$867 0.02% 234
2022
Q3 		$170K Buy
2,696
+9
+0.3% +$632 0.03% 238
2022
Q2 		$178K Buy
2,687
+9
+0.3% +$650 0.03% 234
2022
Q1 		$217K Buy
2,678
+1
+0% +$80 0.03% 222
2021
Q4 		$235K Buy
+2,677
New +$229K 0.03% 218

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

Cardiff Park Advisors's ESGV Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 18% in Q2 2026, selling an estimated $58.5K and leaving 2,026 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #232.

Cardiff Park Advisors first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $336K in Q3 2025. 720 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cardiff Park Advisors held 2,026 shares of Vanguard ESG US Stock ETF worth $268K as of Q2 2026.
  • Cardiff Park Advisors sold 459 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $58.5K.
  • Vanguard ESG US Stock ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #232 holding.
  • Cardiff Park Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard ESG US Stock ETF position peaked at $336K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.