CM Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CM Wealth 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	$998K	Hold	7,547	–	–	0.18%	49
2026 Q1	$847K	Hold	7,547	–	–	0.18%	51
2025 Q4	$913K	Hold	7,547	–	–	0.21%	45
2025 Q3	$894K	Sell	7,547 -298	-4%	-$33.9K	0.24%	32
2025 Q2	$860K	Hold	7,845	–	–	0.25%	32
2025 Q1	$768K	Hold	7,845	–	–	0.25%	39
2024 Q4	$823K	Sell	7,845 -65	-0.8%	-$6.82K	0.27%	34
2024 Q3	$804K	Hold	7,910	–	–	0.26%	36
2024 Q2	$764K	Hold	7,910	–	–	0.36%	23
2024 Q1	$725K	Hold	7,910	–	–	0.21%	54
2023 Q4	$673K	Sell	7,910 -153	-2%	-$12.1K	0.29%	28
2023 Q3	$640K	Sell	8,063 -1,163	-13%	-$91.3K	0.25%	33
2023 Q2	$747K	Buy	+9,226	New	+$679K	0.25%	39
2023 Q1	–	Sell	-9,226	Closed	-$608K	–	419
2022 Q4	$608K	Sell	9,226 -58	-0.6%	-$3.87K	0.31%	34
2022 Q3	$584M	Hold	9,284	–	–	0.32%	33
2022 Q2	$616K	Buy	+9,284	New	+$670K	0.38%	31

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

CM Wealth Advisors's ESGV Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 7,547 shares worth $998K. The position accounts for 0.18% of the portfolio, ranked #49.

CM Wealth Advisors first reported a position in ESGV in Q2 2022 and has held it in 16 quarters since. The position peaked at $584M in Q3 2022. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

CM Wealth Advisors held 7,547 shares of Vanguard ESG US Stock ETF worth $998K as of Q2 2026.
CM Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.18% of CM Wealth Advisors's portfolio in Q2 2026, its #49 holding.
CM Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $584M in Q3 2022.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.