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

Cornerstone Financial Management’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 		$116K Hold
875
– – 0.09% 113
2026
Q1 		$98.2K Hold
875
– – 0.09% 110
2025
Q4 		$106K Buy
+875
New +$105K 0.1% 101

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cornerstone Financial Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 875 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #113.

Cornerstone Financial Management first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cornerstone Financial Management held 875 shares of Vanguard ESG US Stock ETF worth $116K as of Q2 2026.
  • Cornerstone Financial Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of Cornerstone Financial Management's portfolio in Q2 2026, its #113 holding.
  • Cornerstone Financial Management first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.