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Rollins Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rollins Financial 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
Q1 		$417K Sell
3,713
-304
-8% -$36.1K 0.07% 113
2025
Q4 		$486K Sell
4,017
-59
-1% -$7.08K 0.07% 101
2025
Q3 		$483K Sell
4,076
-272
-6% -$31K 0.07% 90
2025
Q2 		$477K Sell
4,348
-497
-10% -$50.1K 0.08% 83
2025
Q1 		$475K Sell
4,845
-1,487
-23% -$155K 0.08% 82
2024
Q4 		$664K Hold
6,332
– – 0.1% 69
2024
Q3 		$644K Sell
6,332
-1,019
-14% -$99.9K 0.11% 71
2024
Q2 		$710K Sell
7,351
-74
-1% -$6.86K 0.12% 67
2024
Q1 		$692K Buy
7,425
+2,390
+47% +$213K 0.13% 66
2023
Q4 		$428K Buy
+5,035
New +$397K 0.09% 72

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

Rollins Financial Advisors's ESGV Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 7.6% in Q1 2026, selling an estimated $36.1K and leaving 3,713 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #113.

Rollins Financial Advisors first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $710K in Q2 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Rollins Financial Advisors held 3,713 shares of Vanguard ESG US Stock ETF worth $417K as of Q1 2026.
  • Rollins Financial Advisors sold 304 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $36.1K.
  • Vanguard ESG US Stock ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Rollins Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • Rollins Financial Advisors's Vanguard ESG US Stock ETF position peaked at $710K in Q2 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.