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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
Q2 		$2.25M Sell
17,001
-93
-0.5% -$11.9K 0.1% 198
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

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 Wealth Management's ESGV Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.54% in Q2 2026, selling an estimated $11.9K and leaving 17,001 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #198.

Cornerstone Wealth Management first reported a position in ESGV in Q3 2021 and has held it in 17 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cornerstone Wealth Management held 17,001 shares of Vanguard ESG US Stock ETF worth $2.25M as of Q2 2026.
  • Cornerstone Wealth Management sold 93 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard ESG US Stock ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 17 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.