CBIZ Investment Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CBIZ Investment Advisory Services’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	$56.6K	Hold	504	–	–	﹤0.01%	83
2026 Q1	$56.6K	Buy	504 +1	+0.2%	+$119	﹤0.01%	83
2025 Q4	$60.8K	Hold	503	–	–	﹤0.01%	120
2025 Q3	$59.6K	Hold	503	–	–	﹤0.01%	115
2025 Q2	$55.1K	Buy	503 +3	+0.6%	+$302	﹤0.01%	124
2025 Q1	$49K	Sell	500 -2	-0.4%	-$209	﹤0.01%	117
2024 Q4	$52.7K	Hold	502	–	–	﹤0.01%	107
2024 Q3	$51K	Buy	502 +434	+638%	+$42.5K	﹤0.01%	108
2024 Q2	$6.57K	Sell	68 -65,970	-100%	-$6.11M	﹤0.01%	280
2024 Q1	$6.15M	Sell	66,038 -2	-0%	-$178	0.43%	14
2023 Q4	$5.62M	Sell	66,040 -28,225	-30%	-$2.22M	0.43%	15
2023 Q3	$7.04M	Hold	94,265	–	–	0.65%	12
2023 Q2	$7.39M	Hold	94,265	–	–	0.63%	13
2023 Q1	$6.76M	Buy	94,265 +14,265	+18%	+$994K	0.59%	13
2022 Q4	$5.27M	Hold	80,000	–	–	2.05%	11
2022 Q3	$5.03M	Buy	+80,000	New	+$5.62M	5.06%	5
2021 Q3	–	Hold	0	–	–	–	91
2021 Q2	–	Hold	0	–	–	–	89
2021 Q1	–	Hold	0	–	–	–	80

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

CBIZ Investment Advisory Services's ESGV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 504 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

CBIZ Investment Advisory Services first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.39M in Q2 2023. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

CBIZ Investment Advisory Services held 504 shares of Vanguard ESG US Stock ETF worth $56.6K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
CBIZ Investment Advisory Services's Vanguard ESG US Stock ETF position peaked at $7.39M in Q2 2023.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.