Bernard Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bernard 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	$10.6K	Hold	80	–	–	﹤0.01%	228
2026 Q1	$8.98K	Hold	80	–	–	﹤0.01%	235
2025 Q4	$9.68K	Hold	80	–	–	﹤0.01%	226
2025 Q3	$9.48K	Hold	80	–	–	﹤0.01%	221
2025 Q2	$8.77K	Hold	80	–	–	﹤0.01%	220
2025 Q1	$7.84K	Buy	80 +6	+8%	+$627	﹤0.01%	234
2024 Q4	$7.76K	Buy	+74	New	+$7.76K	﹤0.01%	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

Bernard Wealth Management's ESGV Position: Q2 2026 in Review

Bernard Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 80 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Bernard Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Bernard Wealth Management held 80 shares of Vanguard ESG US Stock ETF worth $10.6K as of Q2 2026.
Bernard Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #228 holding.
Bernard Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.