BWL
ESGV icon

Bogart Wealth LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bogart Wealth 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 		$39.3K Buy
297
+59
+25% +$7.52K ﹤0.01% 602
2026
Q1 		$26.7K Buy
238
+17
+8% +$2.02K ﹤0.01% 647
2025
Q4 		$26.7K Buy
221
+32
+17% +$3.84K ﹤0.01% 615
2025
Q3 		$22.3K Buy
189
+12
+7% +$1.37K ﹤0.01% 632
2025
Q2 		$19.4K Buy
177
+4
+2% +$403 ﹤0.01% 631
2025
Q1 		$16.9K Buy
173
+1
+0.6% +$105 ﹤0.01% 623
2024
Q4 		$18.1K Buy
172
+21
+14% +$2.2K ﹤0.01% 607
2024
Q3 		$15.3K Buy
151
+99
+190% +$9.7K ﹤0.01% 597
2024
Q2 		$5.02K Buy
52
+9
+21% +$834 ﹤0.01% 790
2024
Q1 		$4.01K Buy
+43
New +$3.82K ﹤0.01% 810

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

Bogart Wealth LLC's ESGV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 25% in Q2 2026, buying an estimated $7.52K and bringing the position to 297 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Bogart Wealth LLC first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bogart Wealth LLC held 297 shares of Vanguard ESG US Stock ETF worth $39.3K as of Q2 2026.
  • Bogart Wealth LLC bought 59 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.52K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #602 holding.
  • Bogart Wealth LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.