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 Q3	$504K	Buy	3,720 +355	+11%	+$47.8K	0.29%	50
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 Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cornerstone Financial Group's ESGV Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q3 2026, buying an estimated $47.8K and bringing the position to 3,720 shares worth $504K. The position accounts for 0.29% of the portfolio, ranked #50.

Cornerstone Financial Group first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. 588 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Cornerstone Financial Group held 3,720 shares of Vanguard ESG US Stock ETF worth $504K as of Q3 2026.
Cornerstone Financial Group bought 355 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $47.8K.
Vanguard ESG US Stock ETF made up 0.29% of Cornerstone Financial Group's portfolio in Q3 2026, its #50 holding.
Cornerstone Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
588 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.