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

Cascade Investment 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	$436K	Sell	3,300 -2,098	-39%	-$268K	0.24%	96
2026 Q1	$606K	Sell	5,398 -244	-4%	-$29K	0.36%	91
2025 Q4	$682K	Hold	5,642	–	–	0.4%	88
2025 Q3	$668K	Sell	5,642 -500	-8%	-$56.9K	0.4%	88
2025 Q2	$673K	Hold	6,142	–	–	0.43%	90
2025 Q1	$602K	Hold	6,142	–	–	0.41%	88
2024 Q4	$644K	Sell	6,142 -808	-12%	-$84.8K	0.41%	89
2024 Q3	$706K	Hold	6,950	–	–	0.45%	84
2024 Q2	$672K	Sell	6,950 -750	-10%	-$69.5K	0.45%	87
2024 Q1	$718K	Sell	7,700 -1,000	-11%	-$88.9K	0.47%	88
2023 Q4	$740K	Hold	8,700	–	–	0.53%	87
2023 Q3	$654K	Sell	8,700 -2,100	-19%	-$165K	0.52%	88
2023 Q2	$846K	Hold	10,800	–	–	0.63%	78
2023 Q1	$774K	Hold	10,800	–	–	0.61%	75
2022 Q4	$711K	Hold	10,800	–	–	0.59%	79
2022 Q3	$725K	Hold	10,800	–	–	0.62%	77
2022 Q2	$717K	Buy	+10,800	New	+$780K	0.56%	87

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Cascade Investment Advisors's ESGV Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 39% in Q2 2026, selling an estimated $268K and leaving 3,300 shares worth $436K. The position accounts for 0.24% of the portfolio, ranked #96.

Cascade Investment Advisors first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. The position peaked at $846K in Q2 2023. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Cascade Investment Advisors held 3,300 shares of Vanguard ESG US Stock ETF worth $436K as of Q2 2026.
Cascade Investment Advisors sold 2,098 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $268K.
Vanguard ESG US Stock ETF made up 0.24% of Cascade Investment Advisors's portfolio in Q2 2026, its #96 holding.
Cascade Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
Cascade Investment Advisors's Vanguard ESG US Stock ETF position peaked at $846K in Q2 2023.
343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.