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 Q2	$484K	Sell	3,659 -54	-1%	-$6.88K	0.06%	114
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

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

Rollins Financial Advisors's ESGV Position: Q2 2026 in Review

Rollins Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.5% in Q2 2026, selling an estimated $6.88K and leaving 3,659 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #114.

Rollins Financial Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $710K in Q2 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Rollins Financial Advisors held 3,659 shares of Vanguard ESG US Stock ETF worth $484K as of Q2 2026.
Rollins Financial Advisors sold 54 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $6.88K.
Vanguard ESG US Stock ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q2 2026, its #114 holding.
Rollins Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's Vanguard ESG US Stock ETF position peaked at $710K in Q2 2024.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.