CA
ESGV icon

CGN Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CGN 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 		$3.07M Sell
23,238
-1,914
-8% -$244K 0.22% 86
2026
Q1 		$2.82M Buy
25,152
+1,583
+7% +$188K 0.22% 92
2025
Q4 		$2.85M Buy
23,569
+1,367
+6% +$164K 0.23% 91
2025
Q3 		$2.63M Buy
22,202
+3,502
+19% +$399K 0.22% 97
2025
Q2 		$2.05M Sell
18,700
-4,723
-20% -$476K 0.18% 115
2025
Q1 		$2.29M Sell
23,423
-2,374
-9% -$248K 0.22% 103
2024
Q4 		$2.71M Buy
25,797
+1,358
+6% +$142K 0.26% 84
2024
Q3 		$2.48M Sell
24,439
-548
-2% -$53.7K 0.25% 99
2024
Q2 		$2.41M Sell
24,987
-2,912
-10% -$270K 0.28% 91
2024
Q1 		$2.6M Buy
27,899
+172
+0.6% +$15.3K 0.33% 77
2023
Q4 		$2.36M Buy
27,727
+4,766
+21% +$376K 0.33% 84
2023
Q3 		$1.73M Buy
22,961
+5,471
+31% +$429K 0.23% 118
2023
Q2 		$1.37M Sell
17,490
-2,954
-14% -$218K 0.2% 124
2023
Q1 		$1.47M Buy
20,444
+709
+4% +$49.4K 0.23% 113
2022
Q4 		$1.3M Buy
19,735
+1,518
+8% +$101K 0.23% 115
2022
Q3 		$1.15M Sell
18,217
-2,318
-11% -$163K 0.29% 94
2022
Q2 		$1.36M Sell
20,535
-274
-1% -$19.8K 0.38% 68
2022
Q1 		$1.69M Buy
20,809
+10,525
+102% +$846K 0.42% 60
2021
Q4 		$904K Buy
10,284
+1,521
+17% +$130K 0.24% 95
2021
Q3 		$702K Buy
8,763
+2,251
+35% +$185K 0.23% 103
2021
Q2 		$521K Buy
6,512
+2,096
+47% +$163K 0.16% 134
2021
Q1 		$326K Buy
+4,416
New +$320K 0.12% 158

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

CGN Advisors's ESGV Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.6% in Q2 2026, selling an estimated $244K and leaving 23,238 shares worth $3.07M. The position accounts for 0.22% of the portfolio, ranked #86.

CGN Advisors first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • CGN Advisors held 23,238 shares of Vanguard ESG US Stock ETF worth $3.07M as of Q2 2026.
  • CGN Advisors sold 1,914 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $244K.
  • Vanguard ESG US Stock ETF made up 0.22% of CGN Advisors's portfolio in Q2 2026, its #86 holding.
  • CGN Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.