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 Q2	$1.41M	Sell	10,696 -720	-6%	-$91.8K	0.88%	34
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

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

Balanced Rock Investment Advisors's ESGV Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.3% in Q2 2026, selling an estimated $91.8K and leaving 10,696 shares worth $1.41M. The position accounts for 0.88% of the portfolio, ranked #34.

Balanced Rock Investment Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Balanced Rock Investment Advisors held 10,696 shares of Vanguard ESG US Stock ETF worth $1.41M as of Q2 2026.
Balanced Rock Investment Advisors sold 720 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $91.8K.
Vanguard ESG US Stock ETF made up 0.88% of Balanced Rock Investment Advisors's portfolio in Q2 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 11 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.