Clearview Wealth Advisors LLC ESGV — VANGUARD ESG U.S. STOCK ETF

Ownership history in Clearview Wealth Advisors LLC  ·  13 quarters on record

AI Ownership Summary

Clearview Wealth Advisors LLC reported VANGUARD ESG U.S. STOCK ETF (ESGV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2023 Q4. The latest visible filing shows ESGV at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearview Wealth Advisors LLC's position in VANGUARD ESG U.S. STOCK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ESGV was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGV stock page Clearview Wealth Advisors LLC fund profile Clearview Wealth Advisors LLC full holdings
How Clearview Wealth Advisors LLC held ESGV — position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 8,758 -188 -2.1% 0.67% $1.1M 2026-02-14 (Est.) $118.23
2025 Q3 UNCHANGED — — — 8,946 — 0% 0.68% $1.1M 2025-10-24 $119.71
2025 Q2 REDUCED — — — 8,946 -28 -0.3% 0.68% $981K 2025-07-29 $111.62
2025 Q1 REDUCED — — — 8,974 -377 -4.0% 0.66% $879K 2025-04-23 $92.92
2024 Q4 REDUCED — — — 9,351 -482 -4.9% 0.75% $981K 2025-01-24 $107.51
2024 Q3 REDUCED — — — 9,833 -398 -3.9% 0.77% $1000K 2024-10-15 $101.19
2024 Q2 REDUCED — — — 10,231 -16 -0.2% 0.86% $989K 2024-08-01 $94.46
2024 Q1 REDUCED 13.3% +4.3% ❌ 10,247 -1,567 -13.3% 0.97% $955K 2024-04-10 $89.20
2023 Q4 ADDED — — — 11,814 +18 +0.2% 1.17% $1.0M 2024-01-12 $83.12
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESGV

As of 2026 Q1 — sorted by position size

VISA FOUNDATION 3Y 100.0% Stanich Group LLC 45.15% Platt Investment Counsel, LLC 3Y 30.01% IMPACTfolio, LLC 3Y 23.84% Sellwood Investment Partners LLC 14.84% Verde Capital Management 3Y 14.58% SILVER OAK WEALTH ADVISORS SERVICES, LLC 10.8% Harpswell Capital Advisors, LLC 10.75% New Covenant Trust Company, N.A. 6.87% Farrell Financial LLC 6.62%

FAQ About Clearview Wealth Advisors LLC and ESGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearview Wealth Advisors LLC reported owning ESGV?

Clearview Wealth Advisors LLC reported ESGV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESGV position in Clearview Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for ESGV was 1.17% in 2023 Q4.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q4, when Clearview Wealth Advisors LLC reported 8,758 shares, equal to 0.67% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ESGV ownership page compare?

The chart compares Clearview Wealth Advisors LLC's quarterly ESGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clearview Wealth Advisors LLC time their ESGV position?

Based on 13F filing dates vs. subsequent ESGV price moves, Clearview Wealth Advisors LLC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on ESGV relative to SPY over the holding period was -0.4%.

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