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Bragg Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bragg Financial Advisors’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 		$1.26M Sell
9,557
-256
-3% -$32.6K 0.03% 221
2026
Q1 		$1.1M Buy
9,813
+337
+4% +$40K 0.03% 212
2025
Q4 		$1.15M Sell
9,476
-51
-0.5% -$6.12K 0.04% 210
2025
Q3 		$1.13M Sell
9,527
-3
-0% -$342 0.04% 209
2025
Q2 		$1.04M Sell
9,530
-4
-0% -$403 0.04% 216
2025
Q1 		$934K Buy
9,534
+557
+6% +$58.2K 0.04% 215
2024
Q4 		$942K Sell
8,977
-17
-0.2% -$1.78K 0.04% 212
2024
Q3 		$914K Buy
8,994
+207
+2% +$20.3K 0.04% 214
2024
Q2 		$849K Buy
8,787
+54
+0.6% +$5K 0.04% 213
2024
Q1 		$814K Buy
8,733
+272
+3% +$24.2K 0.04% 214
2023
Q4 		$720K Sell
8,461
-3
-0% -$236 0.03% 219
2023
Q3 		$637K Hold
8,464
– – 0.03% 228
2023
Q2 		$663K Hold
8,464
– – 0.04% 229
2023
Q1 		$607K Sell
8,464
-304
-3% -$21.2K 0.04% 229
2022
Q4 		$577K Buy
8,768
+703
+9% +$46.9K 0.04% 229
2022
Q3 		$507K Buy
8,065
+83
+1% +$5.83K 0.04% 222
2022
Q2 		$530K Buy
7,982
+653
+9% +$47.2K 0.04% 224
2022
Q1 		$594K Buy
7,329
+3,355
+84% +$270K 0.03% 220
2021
Q4 		$318K Hold
3,974
– – 0.02% 266
2021
Q3 		$318K Hold
3,974
– – 0.02% 266
2021
Q2 		$318K Hold
3,974
– – 0.02% 270
2021
Q1 		$293K Buy
3,974
+72
+2% +$5.21K 0.02% 261
2020
Q4 		$274K Buy
3,902
+2
+0.1% +$132 0.02% 253
2020
Q3 		$241K Buy
3,900
+325
+9% +$19.8K 0.02% 244
2020
Q2 		$202K Buy
+3,575
New +$188K 0.02% 267

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

Bragg Financial Advisors's ESGV Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.6% in Q2 2026, selling an estimated $32.6K and leaving 9,557 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #221.

Bragg Financial Advisors first reported a position in ESGV in Q2 2020 and has held it in 25 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bragg Financial Advisors held 9,557 shares of Vanguard ESG US Stock ETF worth $1.26M as of Q2 2026.
  • Bragg Financial Advisors sold 256 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $32.6K.
  • Vanguard ESG US Stock ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • Bragg Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.