CX Institutional’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CX Institutional’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	$44K	Buy	325 +248	+322%	+$33.4K	﹤0.01%	1036
2026 Q2	$10K	Buy	+77	New	+$9.8K	﹤0.01%	1286
2022 Q3	–	Sell	-324	Closed	-$22K	–	674
2022 Q2	$22K	Buy	+324	New	+$23.4K	﹤0.01%	821
2021 Q4	–	Sell	-12,247	Closed	-$980K	–	510
2021 Q3	$980K	Buy	12,247 +762	+7%	+$62.8K	0.08%	214
2021 Q2	$919K	Buy	11,485 +671	+6%	+$52.1K	0.08%	208
2021 Q1	$797K	Buy	10,814 +1,308	+14%	+$94.7K	0.07%	209
2020 Q4	$667K	Buy	+9,506	New	+$627K	0.06%	222

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

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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

CX Institutional's ESGV Position: Q3 2026 in Review

CX Institutional increased its Vanguard ESG US Stock ETF (ESGV) stake by 322% in Q3 2026, buying an estimated $33.4K and bringing the position to 325 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

CX Institutional first reported a position in ESGV in Q4 2020 and has held it in 7 quarters since. The position peaked at $980K in Q3 2021. 187 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

CX Institutional held 325 shares of Vanguard ESG US Stock ETF worth $44K as of Q3 2026.
CX Institutional bought 248 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $33.4K.
Vanguard ESG US Stock ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1036 holding.
CX Institutional first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 7 quarters since.
CX Institutional's Vanguard ESG US Stock ETF position peaked at $980K in Q3 2021.
187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.