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Rockbridge Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rockbridge Investment 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
Q1 		$852K Buy
7,590
+43
+0.6% +$5.11K 0.08% 71
2025
Q4 		$913K Sell
7,547
-158
-2% -$19K 0.08% 67
2025
Q3 		$913K Buy
7,705
+111
+1% +$12.6K 0.09% 66
2025
Q2 		$833K Buy
7,594
+1,671
+28% +$168K 0.09% 67
2025
Q1 		$580K Sell
5,923
-74
-1% -$7.74K 0.07% 75
2024
Q4 		$629K Hold
5,997
– – 0.08% 73
2024
Q3 		$610K Buy
5,997
+335
+6% +$32.8K 0.08% 73
2024
Q2 		$547K Buy
5,662
+398
+8% +$36.9K 0.08% 75
2024
Q1 		$491K Hold
5,264
– – 0.07% 76
2023
Q4 		$448K Sell
5,264
-293
-5% -$23.1K 0.07% 78
2023
Q3 		$418K Hold
5,557
– – 0.07% 78
2023
Q2 		$435K Hold
5,557
– – 0.08% 76
2023
Q1 		$398K Hold
5,557
– – 0.07% 78
2022
Q4 		$366K Sell
5,557
-6,472
-54% -$432K 0.07% 80
2022
Q3 		$757K Buy
12,029
+6,499
+118% +$456K 0.18% 51
2022
Q2 		$367K Sell
5,530
-853
-13% -$61.6K 0.08% 76
2022
Q1 		$519K Hold
6,383
– – 0.08% 95
2021
Q4 		$561K Buy
6,383
+639
+11% +$54.6K 0.08% 104
2021
Q3 		$460K Hold
5,744
– – 0.08% 102
2021
Q2 		$459K Buy
5,744
+87
+2% +$6.75K 0.08% 103
2021
Q1 		$417K Buy
5,657
+135
+2% +$9.78K 0.08% 102
2020
Q4 		$387K Buy
5,522
+48
+0.9% +$3.17K 0.08% 105
2020
Q3 		$338K Buy
5,474
+4,438
+428% +$270K 0.08% 103
2020
Q2 		$58K Buy
+1,036
New +$54.5K 0.02% 222

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

Rockbridge Investment Management's ESGV Position: Q1 2026 in Review

Rockbridge Investment Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.57% in Q1 2026, buying an estimated $5.11K and bringing the position to 7,590 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #71.

Rockbridge Investment Management first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $913K in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Rockbridge Investment Management held 7,590 shares of Vanguard ESG US Stock ETF worth $852K as of Q1 2026.
  • Rockbridge Investment Management bought 43 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $5.11K.
  • Vanguard ESG US Stock ETF made up 0.08% of Rockbridge Investment Management's portfolio in Q1 2026, its #71 holding.
  • Rockbridge Investment Management first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Vanguard ESG US Stock ETF position peaked at $913K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.