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Brouwer & Janachowski’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brouwer & Janachowski’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
2021
Q3 		$4.79M Buy
59,833
+435
+0.7% +$35.8K 0.84% 15
2021
Q2 		$4.75M Buy
59,398
+7,821
+15% +$607K 0.83% 16
2021
Q1 		$3.8M Buy
51,577
+16,942
+49% +$1.23M 0.69% 16
2020
Q4 		$2.43M Buy
34,635
+4,997
+17% +$330K 0.43% 16
2020
Q3 		$1.83M Buy
29,638
+17,890
+152% +$1.09M 0.34% 17
2020
Q2 		$662K Buy
11,748
+2,100
+22% +$110K 0.12% 29
2020
Q1 		$442K Buy
9,648
+5,500
+133% +$297K 0.09% 30
2019
Q4 		$235K Buy
+4,148
New +$224K 0.04% 48

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brouwer & Janachowski's ESGV Position: Q3 2021 in Review

Brouwer & Janachowski increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.73% in Q3 2021, buying an estimated $35.8K and bringing the position to 59,833 shares worth $4.79M. The position accounts for 0.84% of the portfolio, ranked #15.

Brouwer & Janachowski first reported a position in ESGV in Q4 2019 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold ESGV as of Q3 2021.

  • Brouwer & Janachowski held 59,833 shares of Vanguard ESG US Stock ETF worth $4.79M as of Q3 2021.
  • Brouwer & Janachowski bought 435 Vanguard ESG US Stock ETF shares in Q3 2021, an estimated $35.8K.
  • Vanguard ESG US Stock ETF made up 0.84% of Brouwer & Janachowski's portfolio in Q3 2021, its #15 holding.
  • Brouwer & Janachowski first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.