BCI
ESGV icon

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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments's ESGV Position: Q1 2026 in Review

Brinker Capital Investments held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,459 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Brinker Capital Investments first reported a position in ESGV in Q2 2019 and has held it in 5 quarters since. The position peaked at $297K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Brinker Capital Investments held 2,459 shares of Vanguard ESG US Stock ETF worth $276K as of Q1 2026.
  • Brinker Capital Investments left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1700 holding.
  • Brinker Capital Investments first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 5 quarters since.
  • Brinker Capital Investments's Vanguard ESG US Stock ETF position peaked at $297K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.