Bradley Foster & Sargent’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bradley Foster & Sargent’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	$896K	Hold	6,774	–	–	0.01%	321
2026 Q1	$761K	Sell	6,774 -1,250	-16%	-$148K	0.01%	326
2025 Q4	$971K	Hold	8,024	–	–	0.01%	293
2025 Q3	$950K	Hold	8,024	–	–	0.01%	303
2025 Q2	$880K	Buy	8,024 +559	+7%	+$56.4K	0.01%	308
2025 Q1	$731K	Hold	7,465	–	–	0.01%	300
2024 Q4	$783K	Hold	7,465	–	–	0.01%	305
2024 Q3	$759K	Hold	7,465	–	–	0.01%	315
2024 Q2	$721K	Sell	7,465 -375	-5%	-$34.8K	0.01%	313
2024 Q1	$731K	Buy	7,840 +375	+5%	+$33.3K	0.01%	309
2023 Q4	$635K	Sell	7,465 -500	-6%	-$39.4K	0.01%	324
2023 Q3	$624K	Hold	7,965	–	–	0.01%	319
2023 Q2	$624K	Buy	7,965 +4,500	+130%	+$331K	0.01%	319
2023 Q1	$248K	Hold	3,465	–	–	0.01%	395
2022 Q4	$228K	Hold	3,465	–	–	0.01%	402
2022 Q3	$218K	Hold	3,465	–	–	0.01%	399
2022 Q2	$230K	Hold	3,465	–	–	0.01%	409
2022 Q1	$281K	Buy	+3,465	New	+$279K	0.01%	411

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

Bradley Foster & Sargent's ESGV Position: Q2 2026 in Review

Bradley Foster & Sargent held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 6,774 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #321.

Bradley Foster & Sargent first reported a position in ESGV in Q1 2022 and has held it in 18 quarters since. The position peaked at $971K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Bradley Foster & Sargent held 6,774 shares of Vanguard ESG US Stock ETF worth $896K as of Q2 2026.
Bradley Foster & Sargent left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #321 holding.
Bradley Foster & Sargent first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 18 quarters since.
Bradley Foster & Sargent's Vanguard ESG US Stock ETF position peaked at $971K in Q4 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.