Birchbrook’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Birchbrook’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 Q3	$20.7K	Buy	153 +1	+0.7%	+$135	0.01%	165
2026 Q2	$20.1K	Hold	152	–	–	0.01%	172
2026 Q1	$17.1K	Hold	152	–	–	0.01%	171
2025 Q4	$18.3K	Buy	152 +1	+0.7%	+$120	0.01%	177
2025 Q3	$17.9K	Hold	151	–	–	0.01%	167
2025 Q2	$16.5K	Hold	151	–	–	0.01%	172
2025 Q1	$14.7K	Buy	151 +1	+0.7%	+$105	0.01%	171
2024 Q4	$15.7K	Hold	150	–	–	0.01%	180
2024 Q3	$15.2K	Buy	150 +1	+0.7%	+$98	0.01%	166
2024 Q2	$14.4K	Hold	149	–	–	0.01%	178
2024 Q1	$13.9K	Buy	149 +1	+0.7%	+$89	0.01%	186
2023 Q4	$12.6K	Buy	+148	New	+$11.7K	0.01%	192

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Birchbrook's ESGV Position: Q3 2026 in Review

Birchbrook increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.66% in Q3 2026, buying an estimated $135 and bringing the position to 153 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #165.

Birchbrook first reported a position in ESGV in Q4 2023 and has held it in 12 quarters since. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Birchbrook held 153 shares of Vanguard ESG US Stock ETF worth $20.7K as of Q3 2026.
Birchbrook bought 1 Vanguard ESG US Stock ETF share in Q3 2026, an estimated $135.
Vanguard ESG US Stock ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #165 holding.
Birchbrook first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 12 quarters since.
319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.