CIC
ESGV icon

Cutler Investment Counsel’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cutler Investment Counsel’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 		$505K Sell
3,820
-30
-0.8% -$3.83K 0.05% 111
2026
Q1 		$432K Buy
3,850
+104
+3% +$12.4K 0.04% 113
2025
Q4 		$453K Buy
3,746
+1,172
+46% +$141K 0.05% 109
2025
Q3 		$305K Buy
2,574
+15
+0.6% +$1.71K 0.03% 127
2025
Q2 		$281K Buy
2,559
+78
+3% +$7.86K 0.03% 124
2025
Q1 		$243K Buy
+2,481
New +$259K 0.03% 122

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Cutler Investment Counsel's ESGV Position: Q2 2026 in Review

Cutler Investment Counsel reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.78% in Q2 2026, selling an estimated $3.83K and leaving 3,820 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #111.

Cutler Investment Counsel first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cutler Investment Counsel held 3,820 shares of Vanguard ESG US Stock ETF worth $505K as of Q2 2026.
  • Cutler Investment Counsel sold 30 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.83K.
  • Vanguard ESG US Stock ETF made up 0.05% of Cutler Investment Counsel's portfolio in Q2 2026, its #111 holding.
  • Cutler Investment Counsel first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.