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Bartlett & Co Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bartlett & Co Wealth Management’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 		$6.76M Hold
51,103
– – 0.08% 128
2026
Q1 		$6.44M Buy
51,103
+18,390
+56% +$2.18M 0.08% 129
2025
Q4 		$3.96M Buy
32,713
+9,733
+42% +$1.17M 0.05% 151
2025
Q3 		$2.72M Hold
22,980
– – 0.04% 176
2025
Q2 		$2.52M Hold
22,980
– – 0.04% 174
2025
Q1 		$2.25M Buy
22,980
+50
+0.2% +$5.23K 0.03% 179
2024
Q4 		$2.41M Hold
22,930
– – 0.03% 180
2024
Q3 		$2.33M Buy
22,930
+3,524
+18% +$345K 0.03% 189
2024
Q2 		$1.88M Buy
19,406
+1,485
+8% +$138K 0.03% 201
2024
Q1 		$1.67M Sell
17,921
-959
-5% -$85.3K 0.03% 215
2023
Q4 		$1.61M Buy
18,880
+2,200
+13% +$173K 0.03% 223
2023
Q3 		$1.25M Hold
16,680
– – 0.02% 235
2023
Q2 		$1.31M Buy
16,680
+690
+4% +$50.8K 0.02% 243
2023
Q1 		$1.15M Buy
15,990
+3,675
+30% +$256K 0.02% 217
2022
Q4 		$811K Sell
12,315
-2,760
-18% -$184K 0.02% 241
2022
Q3 		$948K Buy
15,075
+717
+5% +$50.3K 0.02% 222
2022
Q2 		$953K Buy
14,358
+725
+5% +$52.4K 0.02% 222
2022
Q1 		$1.11M Buy
13,633
+5,843
+75% +$470K 0.02% 222
2021
Q4 		$685K Buy
7,790
+1,375
+21% +$117K 0.01% 266
2021
Q3 		$514K Buy
+6,415
New +$528K 0.01% 257

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Bartlett & Co Wealth Management's ESGV Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 51,103 shares worth $6.76M. The position accounts for 0.08% of the portfolio, ranked #128.

Bartlett & Co Wealth Management first reported a position in ESGV in Q3 2021 and has held it in 20 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bartlett & Co Wealth Management held 51,103 shares of Vanguard ESG US Stock ETF worth $6.76M as of Q2 2026.
  • Bartlett & Co Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.08% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 20 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.