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ESGV icon

Brooklyn FI’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brooklyn FI’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 		$3.96M Sell
35,296
-266
-0.7% -$31.6K 0.83% 30
2025
Q4 		$4.3M Buy
35,562
+532
+2% +$63.8K 0.92% 29
2025
Q3 		$4.15M Buy
35,030
+4,586
+15% +$522K 0.93% 28
2025
Q2 		$3.34M Buy
30,444
+3,585
+13% +$361K 0.86% 30
2025
Q1 		$2.63M Hold
26,859
– – 0.81% 30
2024
Q4 		$2.82M Sell
26,859
-134
-0.5% -$14.1K 0.94% 26
2024
Q3 		$2.74M Buy
26,993
+677
+3% +$66.4K 0.97% 26
2024
Q2 		$2.54M Buy
26,316
+1,918
+8% +$178K 0.99% 25
2024
Q1 		$2.27M Buy
24,398
+112
+0.5% +$9.96K 0.94% 26
2023
Q4 		$2.07M Buy
24,286
+1,126
+5% +$88.7K 0.97% 26
2023
Q3 		$1.74M Sell
23,160
-4,932
-18% -$387K 0.94% 23
2023
Q2 		$2.2M Buy
28,092
+18,533
+194% +$1.36M 1.2% 20
2023
Q1 		$840K Buy
9,559
+7,377
+338% +$514K 0.78% 22
2022
Q4 		$1.84M Sell
2,182
-25,719
-92% -$1.72M 1.32% 21
2022
Q3 		$1.75M Buy
27,901
+26,984
+2,943% +$1.89M 1.5% 19
2022
Q2 		$694K Sell
917
-5,703
-86% -$412K 0.69% 26
2022
Q1 		$537K Sell
6,620
-2,939
-31% -$236K 0.47% 28
2021
Q4 		$840K Buy
+9,559
New +$817K 0.79% 22

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

Brooklyn FI's ESGV Position: Q1 2026 in Review

Brooklyn FI reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.75% in Q1 2026, selling an estimated $31.6K and leaving 35,296 shares worth $3.96M. The position accounts for 0.83% of the portfolio, ranked #30.

Brooklyn FI first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.3M in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Brooklyn FI held 35,296 shares of Vanguard ESG US Stock ETF worth $3.96M as of Q1 2026.
  • Brooklyn FI sold 266 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $31.6K.
  • Vanguard ESG US Stock ETF made up 0.83% of Brooklyn FI's portfolio in Q1 2026, its #30 holding.
  • Brooklyn FI first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Brooklyn FI's Vanguard ESG US Stock ETF position peaked at $4.3M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.