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Clune & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clune & Associates’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 		$655K Sell
4,951
-848
-15% -$108K 0.1% 105
2026
Q1 		$651K Buy
5,799
+2,512
+76% +$298K 0.12% 106
2025
Q4 		$398K Buy
3,287
+1,529
+87% +$183K 0.09% 123
2025
Q3 		$208K Sell
1,758
-83
-5% -$9.45K 0.05% 153
2025
Q2 		$202K Buy
+1,841
New +$186K 0.06% 153

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

Clune & Associates's ESGV Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard ESG US Stock ETF (ESGV) stake by 15% in Q2 2026, selling an estimated $108K and leaving 4,951 shares worth $655K. The position accounts for 0.1% of the portfolio, ranked #105.

Clune & Associates first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Clune & Associates held 4,951 shares of Vanguard ESG US Stock ETF worth $655K as of Q2 2026.
  • Clune & Associates sold 848 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $108K.
  • Vanguard ESG US Stock ETF made up 0.1% of Clune & Associates's portfolio in Q2 2026, its #105 holding.
  • Clune & Associates first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.