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Belpointe Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Belpointe Asset 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 		– Sell
-2,935
Closed -$330K – 1151
2026
Q1 		$330K Buy
+2,935
New +$349K 0.01% 825
2023
Q2 		– Sell
-7
Closed -$511 – 1408
2023
Q1 		$511 Hold
7
– – ﹤0.01% 3587
2022
Q4 		$468 Buy
+7
New +$467 ﹤0.01% 3559

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

Belpointe Asset Management's ESGV Position: Q2 2026 in Review

Belpointe Asset Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,935 shares — an estimated $330K sold.

Belpointe Asset Management first reported a position in ESGV in Q4 2022 and held it in 3 quarters. The position peaked at $330K in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Belpointe Asset Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 2,935 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $330K.
  • Belpointe Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Vanguard ESG US Stock ETF position peaked at $330K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.