Brinker Capital Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brinker Capital Investments’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	$325K	Hold	2,459	–	–	﹤0.01%	1607
2026 Q1	$276K	Hold	2,459	–	–	﹤0.01%	1700
2025 Q4	$297K	Buy	+2,459	New	+$295K	﹤0.01%	1815
2020 Q1	–	Sell	-1	Closed	–	–	432
2019 Q4	$0	Hold	1	–	–	﹤0.01%	822
2019 Q3	$0	Hold	1	–	–	﹤0.01%	799
2019 Q2	$0	Buy	+1	New	+$50	﹤0.01%	934

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

Brinker Capital Investments's ESGV Position: Q2 2026 in Review

Brinker Capital Investments held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,459 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Brinker Capital Investments first reported a position in ESGV in Q2 2019 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Brinker Capital Investments held 2,459 shares of Vanguard ESG US Stock ETF worth $325K as of Q2 2026.
Brinker Capital Investments left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1607 holding.
Brinker Capital Investments first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 6 quarters since.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.