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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bernard Wealth Management's ESGV Position: Q1 2026 in Review

Bernard Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 80 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Bernard Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.68K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Bernard Wealth Management held 80 shares of Vanguard ESG US Stock ETF worth $8.98K as of Q1 2026.
  • Bernard Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Bernard Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Vanguard ESG US Stock ETF position peaked at $9.68K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.