Rockefeller Capital Management
ESGV icon

Rockefeller Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rockefeller Capital 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 		$547K Buy
4,875
+2,025
+71% +$240K ﹤0.01% 1935
2025
Q4 		$345K Buy
2,850
+407
+17% +$48.8K ﹤0.01% 2090
2025
Q3 		$289K Buy
+2,443
New +$278K ﹤0.01% 2034
2023
Q3 		– Sell
-25,428
Closed -$1.99M – 1578
2023
Q2 		$1.99M Buy
25,428
+7
+0% +$515 0.01% 844
2023
Q1 		$1.82M Buy
25,421
+6
+0% +$418 0.01% 852
2022
Q4 		$1.67M Sell
25,415
-1,969
-7% -$131K 0.01% 818
2022
Q3 		$1.72M Sell
27,384
-2,699
-9% -$189K 0.01% 808
2022
Q2 		$2M Sell
30,083
-382
-1% -$27.6K 0.01% 770
2022
Q1 		$2.47M Sell
30,465
-861
-3% -$69.2K 0.01% 731
2021
Q4 		$2.75M Buy
31,326
+1,333
+4% +$114K 0.01% 709
2021
Q3 		$2.4M Buy
29,993
+1,280
+4% +$105K 0.01% 704
2021
Q2 		$2.3M Buy
28,713
+22,404
+355% +$1.74M 0.01% 687
2021
Q1 		$465K Buy
6,309
+3,640
+136% +$264K ﹤0.01% 1044
2020
Q4 		$187K Hold
2,669
– – ﹤0.01% 1220
2020
Q3 		$164K Sell
2,669
-639
-19% -$38.8K ﹤0.01% 1105
2020
Q2 		$187K Sell
3,308
-363
-10% -$19.1K ﹤0.01% 970
2020
Q1 		$168K Buy
3,671
+1,748
+91% +$94.3K ﹤0.01% 862
2019
Q4 		$109K Buy
1,923
+364
+23% +$19.7K ﹤0.01% 942
2019
Q3 		$81K Buy
+1,559
New +$80.7K ﹤0.01% 844

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

Rockefeller Capital Management's ESGV Position: Q1 2026 in Review

Rockefeller Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 71% in Q1 2026, buying an estimated $240K and bringing the position to 4,875 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Rockefeller Capital Management first reported a position in ESGV in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.75M in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Rockefeller Capital Management held 4,875 shares of Vanguard ESG US Stock ETF worth $547K as of Q1 2026.
  • Rockefeller Capital Management bought 2,025 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $240K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1935 holding.
  • Rockefeller Capital Management first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Vanguard ESG US Stock ETF position peaked at $2.75M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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