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BSW Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

BSW Wealth Partners’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 		$7.83M Sell
59,242
-358
-0.6% -$45.6K 0.87% 23
2026
Q1 		$6.69M Sell
59,600
-502
-0.8% -$59.6K 0.82% 24
2025
Q4 		$7.27M Sell
60,102
-3,979
-6% -$477K 0.87% 25
2025
Q3 		$7.59M Sell
64,081
-5,101
-7% -$581K 0.95% 20
2025
Q2 		$7.59M Buy
69,182
+13,076
+23% +$1.32M 1.04% 21
2025
Q1 		$5.5M Sell
56,106
-8,970
-14% -$938K 0.83% 25
2024
Q4 		$6.83M Buy
65,076
+658
+1% +$69K 1% 19
2024
Q3 		$6.55M Buy
64,418
+451
+0.7% +$44.2K 0.98% 18
2024
Q2 		$6.18M Sell
63,967
-9,681
-13% -$897K 1.01% 18
2024
Q1 		$6.86M Sell
73,648
-5,175
-7% -$460K 1.16% 18
2023
Q4 		$6.7M Buy
78,823
+4,646
+6% +$366K 1.33% 14
2023
Q3 		$5.58M Sell
74,177
-1,538
-2% -$121K 1.24% 17
2023
Q2 		$5.93M Sell
75,715
-1,523
-2% -$112K 1.24% 16
2023
Q1 		$5.54M Buy
77,238
+5,522
+8% +$385K 1.13% 17
2022
Q4 		$4.72M Buy
+71,716
New +$4.78M 1.01% 19

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

BSW Wealth Partners's ESGV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.6% in Q2 2026, selling an estimated $45.6K and leaving 59,242 shares worth $7.83M. The position accounts for 0.87% of the portfolio, ranked #23.

BSW Wealth Partners first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • BSW Wealth Partners held 59,242 shares of Vanguard ESG US Stock ETF worth $7.83M as of Q2 2026.
  • BSW Wealth Partners sold 358 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $45.6K.
  • Vanguard ESG US Stock ETF made up 0.87% of BSW Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • BSW Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 165 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.