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
Q2 		$897K Buy
6,780
+1,905
+39% +$243K ﹤0.01% 1773
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

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

Rockefeller Capital Management's ESGV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 39% in Q2 2026, buying an estimated $243K and bringing the position to 6,780 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Rockefeller Capital Management first reported a position in ESGV in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.75M in Q4 2021. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Rockefeller Capital Management held 6,780 shares of Vanguard ESG US Stock ETF worth $897K as of Q2 2026.
  • Rockefeller Capital Management bought 1,905 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $243K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1773 holding.
  • Rockefeller Capital Management first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Vanguard ESG US Stock ETF position peaked at $2.75M in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.