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Brooklyn Investment Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brooklyn Investment Group’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 		$893K Sell
7,958
-1,018
-11% -$121K 0.03% 633
2025
Q4 		$1.1M Buy
+8,976
New +$1.08M 0.05% 315
2025
Q3 		– Sell
-284
Closed -$31.1K – 1306
2025
Q2 		$31.1K Buy
+284
New +$28.6K ﹤0.01% 1616

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 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

Brooklyn Investment Group's ESGV Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q1 2026, selling an estimated $121K and leaving 7,958 shares worth $893K. The position accounts for 0.03% of the portfolio, ranked #633.

Brooklyn Investment Group first reported a position in ESGV in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Brooklyn Investment Group held 7,958 shares of Vanguard ESG US Stock ETF worth $893K as of Q1 2026.
  • Brooklyn Investment Group sold 1,018 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $121K.
  • Vanguard ESG US Stock ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #633 holding.
  • Brooklyn Investment Group first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooklyn Investment Group's Vanguard ESG US Stock ETF position peaked at $1.1M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.