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 Q2	$10K	Buy	+77	New	+$9.82K	﹤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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

CX Institutional's ESGV Position: Q2 2026 in Review

CX Institutional opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 77 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: CX Institutional previously reported a position in ESGV as recently as Q2 2022.

CX Institutional first reported a position in ESGV in Q4 2020 and has held it in 6 quarters since. The position peaked at $980K in Q3 2021. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

CX Institutional held 77 shares of Vanguard ESG US Stock ETF worth $10K as of Q2 2026.
Vanguard ESG US Stock ETF was a new CX Institutional position in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1286 holding.
CX Institutional first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 6 quarters since.
CX Institutional's Vanguard ESG US Stock ETF position peaked at $980K in Q3 2021.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.