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Cornerstone Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cornerstone Financial Group’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 		$445K Buy
3,365
+7
+0.2% +$893 0.27% 54
2026
Q1 		$424K Buy
3,358
+9
+0.3% +$1.07K 0.27% 53
2025
Q4 		$405K Sell
3,349
-214
-6% -$25.7K 0.28% 54
2025
Q3 		$422K Sell
3,563
-362
-9% -$41.2K 0.33% 55
2025
Q2 		$430K Buy
3,925
+9
+0.2% +$907 0.37% 54
2025
Q1 		$404K Sell
3,916
-428
-10% -$44.8K 0.36% 54
2024
Q4 		$456K Buy
+4,344
New +$456K 0.45% 48

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cornerstone Financial Group's ESGV Position: Q2 2026 in Review

Cornerstone Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.21% in Q2 2026, buying an estimated $893 and bringing the position to 3,365 shares worth $445K. The position accounts for 0.27% of the portfolio, ranked #54.

Cornerstone Financial Group first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q4 2024. 566 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cornerstone Financial Group held 3,365 shares of Vanguard ESG US Stock ETF worth $445K as of Q2 2026.
  • Cornerstone Financial Group bought 7 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $893.
  • Vanguard ESG US Stock ETF made up 0.27% of Cornerstone Financial Group's portfolio in Q2 2026, its #54 holding.
  • Cornerstone Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's Vanguard ESG US Stock ETF position peaked at $456K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.