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Robertson Stephens Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		$2M Sell
15,123
-1
-0% -$128 0.05% 217
2026
Q1 		$1.7M Sell
15,124
-533
-3% -$63.3K 0.05% 228
2025
Q4 		$1.89M Buy
15,657
+1,491
+11% +$179K 0.05% 220
2025
Q3 		$1.68M Sell
14,166
-237
-2% -$27K 0.05% 194
2025
Q2 		$1.58M Sell
14,403
-44
-0.3% -$4.44K 0.05% 214
2025
Q1 		$1.42M Sell
14,447
-20
-0.1% -$2.09K 0.05% 226
2024
Q4 		$1.52M Sell
14,467
-254
-2% -$26.6K 0.05% 221
2024
Q3 		$1.5M Buy
14,721
+5,618
+62% +$551K 0.05% 232
2024
Q2 		$879K Buy
9,103
+953
+12% +$88.3K 0.04% 242
2024
Q1 		$759K Hold
8,150
– – 0.04% 276
2023
Q4 		$693K Hold
8,150
– – 0.04% 263
2023
Q3 		$613K Sell
8,150
-4,910
-38% -$385K 0.04% 273
2023
Q2 		$1.02M Sell
13,060
-12,160
-48% -$895K 0.07% 191
2023
Q1 		$1.81M Hold
25,220
– – 0.14% 134
2022
Q4 		$1.66M Buy
+25,220
New +$1.68M 0.16% 129

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Robertson Stephens Wealth Management's ESGV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.01% in Q2 2026, selling an estimated $128 and leaving 15,123 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #217.

Robertson Stephens Wealth Management first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Robertson Stephens Wealth Management held 15,123 shares of Vanguard ESG US Stock ETF worth $2M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
  • Vanguard ESG US Stock ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.