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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
Q2 		$19.6K Hold
148
– – ﹤0.01% 508
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

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

BFSG LLC's ESGV Position: Q2 2026 in Review

BFSG LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 148 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

BFSG LLC first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • BFSG LLC held 148 shares of Vanguard ESG US Stock ETF worth $19.6K as of Q2 2026.
  • BFSG LLC left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #508 holding.
  • BFSG LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.