Rock Point Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rock Point Advisors’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	$1.92M	Buy	14,500 +735	+5%	+$93.7K	0.47%	50
2026 Q1	$1.55M	Buy	13,765 +565	+4%	+$67.1K	0.42%	49
2025 Q4	$1.6M	Hold	13,200	–	–	0.4%	52
2025 Q3	$1.56M	Hold	13,200	–	–	0.41%	49
2025 Q2	$1.45M	Hold	13,200	–	–	0.41%	50
2025 Q1	$1.29M	Buy	+13,200	New	+$1.38M	0.4%	49

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Rock Point Advisors's ESGV Position: Q2 2026 in Review

Rock Point Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.3% in Q2 2026, buying an estimated $93.7K and bringing the position to 14,500 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #50.

Rock Point Advisors first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Rock Point Advisors held 14,500 shares of Vanguard ESG US Stock ETF worth $1.92M as of Q2 2026.
Rock Point Advisors bought 735 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $93.7K.
Vanguard ESG US Stock ETF made up 0.47% of Rock Point Advisors's portfolio in Q2 2026, its #50 holding.
Rock Point Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rock Point Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.