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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
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

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

Cardiff Park Advisors's ESGV Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.9% in Q1 2026, selling an estimated $5.82K and leaving 2,485 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #240.

Cardiff Park Advisors first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $336K in Q3 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Cardiff Park Advisors held 2,485 shares of Vanguard ESG US Stock ETF worth $279K as of Q1 2026.
  • Cardiff Park Advisors sold 49 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $5.82K.
  • Vanguard ESG US Stock ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #240 holding.
  • Cardiff Park Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Vanguard ESG US Stock ETF position peaked at $336K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.