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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
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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cornerstone Wealth Advisors's ESGV Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,900 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #39.

Cornerstone Wealth Advisors first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cornerstone Wealth Advisors held 2,900 shares of Vanguard ESG US Stock ETF worth $383K as of Q2 2026.
  • Cornerstone Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
  • 165 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.