Public ownership evidence

Vanguard ESG U.S. Stock ETF (ESGV) Ownership Disclosures

Read ESGV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard ESG U.S. Stock ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
875
Value (USD)
$115,710
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ESGV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ESGV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29875$115,710None
Cornerstone Financial Management LLC2026-03-312026-08-29875$98,236None
Cornerstone Financial Management LLC2025-12-312026-08-29875$105,840None
Corient Private Wealth LP2026-06-302026-08-2838,812$5,132,310None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28651$86,088None
Dakota Wealth Management2025-09-302026-08-275,664$670,845None
Dakota Wealth Management2025-12-312026-08-273,750$453,645None
Dakota Wealth Management2026-03-312026-08-272,299$258,090None
Bernard Wealth Management Corp.2026-06-302026-08-2280$10,580None
Rehmann Capital Advisory Group2026-06-302026-08-214,699$621,438None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21943$124,702None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2013,755$1,818,961None
Financial Avengers, Inc.2026-06-302026-08-2075$9,957None
Kingsview Wealth Management, LLC2026-06-302026-08-201,661$219,710None
Archer Investment Corp2026-06-302026-08-20201$26,562None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20117,575$15,548,148None
Beacon Pointe Advisors, LLC2026-06-302026-08-19134,191$17,745,367None
RB Capital Management, LLC2026-06-302026-08-192,709$358,238None
Glenview Trust Co2026-06-302026-08-194,497$594,683None
Glenview Trust Co2026-06-302026-08-1914,532$1,921,711None
Sanchez Levi Garrett2026-06-302026-08-1892,130$12,183,265None
Legacy Edge Advisors, LLC2024-03-312026-08-188,747$815,133None
Legacy Edge Advisors, LLC2023-12-312026-08-188,997$765,285None
WNY Asset Management, LLC2026-06-302026-08-184,083$539,936None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,745$230,804None
Wealth Management Strategies, Inc.2024-12-312026-08-182,826$296,421None
Wealth Management Strategies, Inc.2025-06-302026-08-183,004$329,347None
Wealth Management Strategies, Inc.2026-06-302026-08-184,000$529,022None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1810,696$1,414,415None
Corient Private Wealth LP2026-06-302026-08-1838,092$5,036,969None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18205,816$27,252,097None
Equitable Holdings, Inc.2026-06-302026-08-187,082$936,560None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-183,328$440,094None
Jefferies Financial Group Inc.2026-06-302026-08-189,677$1,279,699None
EFG International AG2026-06-302026-08-155,499$727,188None
AMERIFLEX GROUP, INC.2026-06-302026-08-15363$48,003None
Seneschal Advisors, LLC2026-06-302026-08-15175$23,142None
Glen Eagle Advisors, LLC2026-06-302026-08-15440$58,186None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1512,464$1,648,239None
Mutual Advisors, LLC2026-06-302026-08-153,086$408,058None
Nemes Rush Group LLC2026-06-302026-08-151,908$252,279None
Milestone Investment Advisors LLC2026-06-302026-08-157,202$952,389None
NCM Capital Management, LLC2026-06-302026-08-153,000$396,720None
KINTRA WEALTH, LLC2026-06-302026-08-151,991$274,403None
Vickerman Investment Advisors, Inc.2026-06-302026-08-155,538$732,345None
NFSG Corp2026-06-302026-08-15223$29,505None
Dundas Partners LLP2026-06-302026-08-15164,888$21,804,789None
Qube Research & Technologies Ltd2026-06-302026-08-15482$63,740None
IFG Advisory, LLC2026-06-302026-08-15824$108,970None
OSAIC HOLDINGS, INC.2026-06-302026-08-15397$52,499None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Bernard Wealth Management Corp. ↗Rehmann Capital Advisory Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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