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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
Q3 		$671K Buy
4,952
+1
+0% +$135 0.1% 97
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Clune & Associates's ESGV Position: Q3 2026 in Review

Clune & Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.02% in Q3 2026, buying an estimated $135 and bringing the position to 4,952 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #97.

Clune & Associates first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Clune & Associates held 4,952 shares of Vanguard ESG US Stock ETF worth $671K as of Q3 2026.
  • Clune & Associates bought 1 Vanguard ESG US Stock ETF share in Q3 2026, an estimated $135.
  • Vanguard ESG US Stock ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #97 holding.
  • Clune & Associates first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.