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

Cornerstone 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 Q3	$393K	Hold	2,900	–	–	0.08%	38
2026 Q2	$383K	Hold	2,900	–	–	0.08%	39
2026 Q1	$326K	Buy	2,900 +5	+0.2%	+$594	0.08%	37
2025 Q4	$350K	Sell	2,895 -130	-4%	-$15.6K	0.08%	39
2025 Q3	$358K	Sell	3,025 -430	-12%	-$49K	0.09%	39
2025 Q2	$379K	Sell	3,455 -75	-2%	-$7.56K	0.1%	37
2025 Q1	$346K	Hold	3,530	–	–	0.1%	35
2024 Q4	$370K	Buy	3,530 +1,075	+44%	+$113K	0.1%	35
2024 Q3	$250K	Buy	2,455 +5	+0.2%	+$490	0.07%	46
2024 Q2	$237K	Buy	+2,450	New	+$227K	0.07%	46

Other funds holding ESGV

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

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

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

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

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Cornerstone Wealth Advisors's ESGV Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 2,900 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #38.

Cornerstone Wealth Advisors first reported a position in ESGV in Q2 2024 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Cornerstone Wealth Advisors held 2,900 shares of Vanguard ESG US Stock ETF worth $393K as of Q3 2026.
Cornerstone Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
Vanguard ESG US Stock ETF made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #38 holding.
Cornerstone Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 10 quarters since.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.