Cornerstone Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cornerstone Advisory’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	$256K	Buy	1,936 +3	+0.2%	+$383	0.02%	236
2026 Q1	$217K	Sell	1,933 -84	-4%	-$9.98K	0.02%	244
2025 Q4	$244K	Buy	2,017 +85	+4%	+$10.2K	0.02%	220
2025 Q3	$229K	Buy	1,932 +4	+0.2%	+$455	0.02%	224
2025 Q2	$211K	Buy	+1,928	New	+$194K	0.02%	231
2025 Q1	–	Sell	-1,899	Closed	-$207K	–	235
2024 Q4	$207K	Buy	+1,899	New	+$199K	0.02%	226
2022 Q1	–	Sell	-874	Closed	-$76K	–	376
2021 Q4	$76K	Buy	+874	New	+$74.7K	0.01%	372

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

Cornerstone Advisory's ESGV Position: Q2 2026 in Review

Cornerstone Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.16% in Q2 2026, buying an estimated $383 and bringing the position to 1,936 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #236.

Cornerstone Advisory first reported a position in ESGV in Q4 2021 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Cornerstone Advisory held 1,936 shares of Vanguard ESG US Stock ETF worth $256K as of Q2 2026.
Cornerstone Advisory bought 3 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $383.
Vanguard ESG US Stock ETF made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #236 holding.
Cornerstone Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.