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BFSG LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

BFSG LLC’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 		$16.6K Hold
148
– – ﹤0.01% 519
2025
Q4 		$17.9K Hold
148
– – ﹤0.01% 494
2025
Q3 		$17.5K Hold
148
– – ﹤0.01% 489
2025
Q2 		$16.2K Buy
148
+120
+429% +$12.1K ﹤0.01% 469
2025
Q1 		$2.74K Hold
28
– – ﹤0.01% 587
2024
Q4 		$2.94K Sell
28
-2
-7% -$210 ﹤0.01% 590
2024
Q3 		$3.05K Hold
30
– – ﹤0.01% 569
2024
Q2 		$2.9K Sell
30
-2
-6% -$185 ﹤0.01% 558
2024
Q1 		$2.98K Hold
32
– – ﹤0.01% 576
2023
Q4 		$2.72K Buy
+32
New +$2.52K ﹤0.01% 533

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

BFSG LLC's ESGV Position: Q1 2026 in Review

BFSG LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 148 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

BFSG LLC first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.9K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • BFSG LLC held 148 shares of Vanguard ESG US Stock ETF worth $16.6K as of Q1 2026.
  • BFSG LLC left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of BFSG LLC's portfolio in Q1 2026, its #519 holding.
  • BFSG LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • BFSG LLC's Vanguard ESG US Stock ETF position peaked at $17.9K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.