Lindbrook Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lindbrook Capital’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
2025 Q1	$1.03M	Hold	10,558	–	–	0.1%	126
2024 Q4	$1.11M	Buy	10,558 +453	+4%	+$47.5K	0.1%	128
2024 Q3	$1.03M	Hold	10,105	–	–	0.09%	145
2024 Q2	$976K	Sell	10,105 -2,050	-17%	-$190K	0.09%	135
2024 Q1	$1.13M	Sell	12,155 -630	-5%	-$56K	0.11%	119
2023 Q4	$1.09M	Buy	12,785 +220	+2%	+$17.3K	0.11%	111
2023 Q3	$945K	Buy	12,565 +85	+0.7%	+$6.67K	0.11%	110
2023 Q2	$978K	Buy	12,480 +122	+1%	+$8.98K	0.1%	116
2023 Q1	$886K	Buy	12,358 +82	+0.7%	+$5.71K	0.1%	121
2022 Q4	$808K	Buy	12,276 +5,189	+73%	+$346K	0.1%	131
2022 Q3	$446K	Buy	7,087 +5,107	+258%	+$358K	0.08%	160
2022 Q2	$131K	Buy	+1,980	New	+$143K	0.02%	382

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

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

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's ESGV Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2025 at 10,558 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #126.

Lindbrook Capital first reported a position in ESGV in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.13M in Q1 2024. 586 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

Lindbrook Capital held 10,558 shares of Vanguard ESG US Stock ETF worth $1.03M as of Q1 2025.
Lindbrook Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2025.
Vanguard ESG US Stock ETF made up 0.1% of Lindbrook Capital's portfolio in Q1 2025, its #126 holding.
Lindbrook Capital first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Vanguard ESG US Stock ETF position peaked at $1.13M in Q1 2024.
586 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.