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Rice Partnership’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rice Partnership’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 		$395K Buy
3,519
+27
+0.8% +$3.21K 0.05% 90
2025
Q4 		$422K Buy
3,492
+116
+3% +$13.9K 0.06% 82
2025
Q3 		$400K Sell
3,376
-39
-1% -$4.44K 0.06% 87
2025
Q2 		$374K Buy
3,415
+63
+2% +$6.35K 0.07% 86
2025
Q1 		$328K Sell
3,352
-101
-3% -$10.6K 0.07% 82
2024
Q4 		$362K Sell
3,453
-198
-5% -$20.8K 0.07% 80
2024
Q3 		$371K Buy
3,651
+43
+1% +$4.21K 0.07% 78
2024
Q2 		$349K Buy
3,608
+98
+3% +$9.08K 0.08% 77
2024
Q1 		$327K Sell
3,510
-284
-7% -$25.3K 0.08% 79
2023
Q4 		$323K Buy
3,794
+26
+0.7% +$2.05K 0.08% 77
2023
Q3 		$283K Sell
3,768
-85
-2% -$6.67K 0.08% 84
2023
Q2 		$302K Sell
3,853
-47
-1% -$3.46K 0.08% 88
2023
Q1 		$280K Buy
3,900
+786
+25% +$54.8K 0.08% 82
2022
Q4 		$205K Buy
+3,114
New +$208K 0.06% 83
2022
Q2 		– Sell
-2,543
Closed -$206K – 123
2022
Q1 		$206K Buy
2,543
+118
+5% +$9.49K 0.06% 97
2021
Q4 		$213K Buy
+2,425
New +$207K 0.06% 90
2021
Q2 		– Sell
-3,101
Closed -$229K – 132
2021
Q1 		$229K Sell
3,101
-279
-8% -$20.2K 0.08% 82
2020
Q4 		$237K Buy
+3,380
New +$223K 0.09% 76

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

Rice Partnership's ESGV Position: Q1 2026 in Review

Rice Partnership increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.77% in Q1 2026, buying an estimated $3.21K and bringing the position to 3,519 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #90.

Rice Partnership first reported a position in ESGV in Q4 2020 and has held it in 18 quarters since. The position peaked at $422K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Rice Partnership held 3,519 shares of Vanguard ESG US Stock ETF worth $395K as of Q1 2026.
  • Rice Partnership bought 27 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $3.21K.
  • Vanguard ESG US Stock ETF made up 0.05% of Rice Partnership's portfolio in Q1 2026, its #90 holding.
  • Rice Partnership first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 18 quarters since.
  • Rice Partnership's Vanguard ESG US Stock ETF position peaked at $422K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.