Balanced Rock Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Balanced Rock Investment 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 Q1	$1.28M	Buy	11,416 +267	+2%	+$31.7K	0.9%	34
2025 Q4	$1.35M	Sell	11,149 -139	-1%	-$16.7K	0.96%	33
2025 Q3	$1.34M	Sell	11,288 -256	-2%	-$29.1K	0.98%	32
2025 Q2	$1.27M	Sell	11,544 -3	-0%	-$302	0.99%	33
2025 Q1	$1.13M	Sell	11,547 -571	-5%	-$59.7K	0.9%	29
2024 Q4	$1.27M	Sell	12,118 -731	-6%	-$76.7K	1.01%	28
2024 Q3	$1.31M	Sell	12,849 -1,201	-9%	-$118K	1.02%	28
2024 Q2	$1.36M	Sell	14,050 -173	-1%	-$16K	1.14%	27
2024 Q1	$1.33M	Buy	14,223 +1,532	+12%	+$136K	1.13%	28
2023 Q4	$1.08M	Buy	+12,691	New	+$1M	0.96%	24

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balanced Rock Investment Advisors's ESGV Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q1 2026, buying an estimated $31.7K and bringing the position to 11,416 shares worth $1.28M. The position accounts for 0.9% of the portfolio, ranked #34.

Balanced Rock Investment Advisors first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Balanced Rock Investment Advisors held 11,416 shares of Vanguard ESG US Stock ETF worth $1.28M as of Q1 2026.
Balanced Rock Investment Advisors bought 267 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $31.7K.
Vanguard ESG US Stock ETF made up 0.9% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #34 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's Vanguard ESG US Stock ETF position peaked at $1.36M in Q2 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.