Brio Consultants’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brio Consultants’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	$429K	Buy	3,378 +620	+22%	+$73.6K	0.05%	105
2025 Q4	$334K	Sell	2,758 -93	-3%	-$11.2K	0.04%	112
2025 Q3	$338K	Sell	2,851 -242	-8%	-$27.6K	0.05%	105
2025 Q2	$339K	Sell	3,093 -3,946	-56%	-$398K	0.05%	102
2025 Q1	$689K	Buy	7,039 +4,621	+191%	+$483K	0.11%	68
2024 Q4	$254K	Buy	+2,418	New	+$254K	0.04%	100
2024 Q1	–	Sell	-2,940	Closed	-$250K	–	98
2023 Q4	$250K	Buy	2,940 +11	+0.4%	+$867	0.04%	90
2023 Q3	$220K	Buy	2,929 +9	+0.3%	+$706	0.04%	87
2023 Q2	$229K	Buy	+2,920	New	+$215K	0.04%	89
2022 Q3	–	Sell	-9,621	Closed	-$644K	–	94
2022 Q2	$644K	Buy	+9,621	New	+$695K	0.15%	52

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants's ESGV Position: Q1 2026 in Review

Brio Consultants increased its Vanguard ESG US Stock ETF (ESGV) stake by 22% in Q1 2026, buying an estimated $73.6K and bringing the position to 3,378 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #105.

Brio Consultants first reported a position in ESGV in Q2 2022 and has held it in 10 quarters since. The position peaked at $689K in Q1 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Brio Consultants held 3,378 shares of Vanguard ESG US Stock ETF worth $429K as of Q1 2026.
Brio Consultants bought 620 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $73.6K.
Vanguard ESG US Stock ETF made up 0.05% of Brio Consultants's portfolio in Q1 2026, its #105 holding.
Brio Consultants first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 10 quarters since.
Brio Consultants's Vanguard ESG US Stock ETF position peaked at $689K in Q1 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.