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Brandywine Oak Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brandywine Oak Private Wealth’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 		$6.02M Sell
45,509
-978
-2% -$125K 0.46% 30
2026
Q1 		$5.22M Buy
46,487
+1,179
+3% +$140K 0.44% 31
2025
Q4 		$5.48M Buy
45,308
+118
+0.3% +$14.2K 0.46% 32
2025
Q3 		$5.35M Sell
45,190
-1,938
-4% -$221K 0.46% 30
2025
Q2 		$5.17M Sell
47,128
-1,909
-4% -$192K 0.48% 31
2025
Q1 		$4.8M Buy
49,037
+4,169
+9% +$436K 0.47% 33
2024
Q4 		$4.71M Sell
44,868
-996
-2% -$105K 0.46% 33
2024
Q3 		$4.66M Sell
45,864
-316
-0.7% -$31K 0.45% 34
2024
Q2 		$4.46M Sell
46,180
-150
-0.3% -$13.9K 0.46% 34
2024
Q1 		$4.32M Buy
46,330
+379
+0.8% +$33.7K 0.45% 35
2023
Q4 		$3.91M Sell
45,951
-3,771
-8% -$297K 0.43% 35
2023
Q3 		$3.74M Buy
49,722
+301
+0.6% +$23.6K 0.44% 34
2023
Q2 		$3.87M Buy
49,421
+3,575
+8% +$263K 0.43% 34
2023
Q1 		$3.29M Buy
45,846
+852
+2% +$59.4K 0.38% 37
2022
Q4 		$2.96M Buy
44,994
+1,145
+3% +$76.4K 0.37% 41
2022
Q3 		$2.76M Buy
43,849
+3,402
+8% +$239K 0.37% 41
2022
Q2 		$2.69M Buy
40,447
+5,969
+17% +$431K 0.34% 43
2022
Q1 		$2.79M Buy
34,478
+3,133
+10% +$252K 0.32% 56
2021
Q4 		$2.75M Buy
31,345
+7,105
+29% +$607K 0.3% 59
2021
Q3 		$1.9M Sell
24,240
-350
-1% -$28.8K 0.22% 76
2021
Q2 		$1.97M Buy
24,590
+10,215
+71% +$792K 0.23% 70
2021
Q1 		$1.06M Buy
14,375
+1,094
+8% +$79.2K 0.16% 91
2020
Q4 		$931K Buy
13,281
+881
+7% +$58.1K 0.14% 95
2020
Q3 		$766K Sell
12,400
-975
-7% -$59.3K 0.13% 99
2020
Q2 		$772K Buy
13,375
+2,773
+26% +$146K 0.14% 93
2020
Q1 		$485K Buy
10,602
+2,753
+35% +$149K 0.1% 111
2019
Q4 		$444K Buy
+7,849
New +$424K 0.08% 127

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

Brandywine Oak Private Wealth's ESGV Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q2 2026, selling an estimated $125K and leaving 45,509 shares worth $6.02M. The position accounts for 0.46% of the portfolio, ranked #30.

Brandywine Oak Private Wealth first reported a position in ESGV in Q4 2019 and has held it in 27 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Brandywine Oak Private Wealth held 45,509 shares of Vanguard ESG US Stock ETF worth $6.02M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 978 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $125K.
  • Vanguard ESG US Stock ETF made up 0.46% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.