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

Cornerstone Wealth 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
Q1 		$1.92M Sell
17,094
-804
-4% -$95.5K 0.1% 200
2025
Q4 		$2.16M Sell
17,898
-33
-0.2% -$3.96K 0.11% 172
2025
Q3 		$2.12M Sell
17,931
-23
-0.1% -$2.62K 0.12% 166
2025
Q2 		$1.97M Sell
17,954
-1,873
-9% -$189K 0.12% 157
2025
Q1 		$1.94M Sell
19,827
-386
-2% -$40.4K 0.13% 152
2024
Q4 		$2.12M Sell
20,213
-1,160
-5% -$122K 0.14% 145
2024
Q3 		$2.17M Sell
21,373
-57
-0.3% -$5.59K 0.15% 136
2024
Q2 		$2.07M Buy
21,430
+45
+0.2% +$4.17K 0.16% 131
2024
Q1 		$1.99M Buy
21,385
+310
+1% +$27.6K 0.16% 129
2023
Q4 		$1.79M Sell
21,075
-175
-0.8% -$13.8K 0.15% 132
2023
Q3 		$1.6M Sell
21,250
-1,285
-6% -$101K 0.15% 137
2023
Q2 		$1.77M Buy
22,535
+2,169
+11% +$160K 0.16% 129
2023
Q1 		$1.46M Buy
+20,366
New +$1.42M 0.14% 135
2022
Q2 		– Sell
-2,656
Closed -$215K – 460
2022
Q1 		$215K Sell
2,656
-188
-7% -$15.1K 0.02% 440
2021
Q4 		$250K Sell
2,844
-55
-2% -$4.7K 0.02% 437
2021
Q3 		$232K Buy
+2,899
New +$239K 0.02% 407

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's ESGV Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.5% in Q1 2026, selling an estimated $95.5K and leaving 17,094 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #200.

Cornerstone Wealth Management first reported a position in ESGV in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.17M in Q3 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Cornerstone Wealth Management held 17,094 shares of Vanguard ESG US Stock ETF worth $1.92M as of Q1 2026.
  • Cornerstone Wealth Management sold 804 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $95.5K.
  • Vanguard ESG US Stock ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Vanguard ESG US Stock ETF position peaked at $2.17M in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.