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

CFS 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 		$377K Hold
2,856
– – 0.03% 289
2026
Q1 		$356K Sell
2,856
-20
-0.7% -$2.38K 0.02% 290
2025
Q4 		$348K Hold
2,876
– – 0.03% 271
2025
Q3 		$346K Sell
2,876
-76
-3% -$8.65K 0.03% 270
2025
Q2 		$324K Hold
2,952
– – 0.03% 267
2025
Q1 		$289K Sell
2,952
-226
-7% -$23.6K 0.03% 268
2024
Q4 		$333K Sell
3,178
-68
-2% -$7.13K 0.03% 247
2024
Q3 		$330K Hold
3,246
– – 0.03% 238
2024
Q2 		$314K Buy
+3,246
New +$301K 0.03% 215
2023
Q3 		– Sell
-3,504
Closed -$275K – 181
2023
Q2 		$275K Buy
+3,504
New +$258K 0.04% 214
2022
Q3 		– Sell
-3,665
Closed -$243K – 274
2022
Q2 		$243K Sell
3,665
-427,924
-99% -$30.9M 0.04% 193
2022
Q1 		$5K Buy
431,589
+425,205
+6,660% +$34.2M 0.02% 202
2021
Q4 		$521K Sell
6,384
-71
-1% -$6.07K 0.07% 161
2021
Q3 		$517K Buy
+6,455
New +$532K 0.07% 155
2020
Q4 		$510K Buy
+7,268
New +$480K 0.08% 138

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

CFS Investment Advisory Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,856 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #289.

CFS Investment Advisory Services first reported a position in ESGV in Q4 2020 and has held it in 15 quarters since. The position peaked at $521K in Q4 2021. 165 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • CFS Investment Advisory Services held 2,856 shares of Vanguard ESG US Stock ETF worth $377K as of Q2 2026.
  • CFS Investment Advisory Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #289 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 15 quarters since.
  • CFS Investment Advisory Services's Vanguard ESG US Stock ETF position peaked at $521K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.