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

Rollins Financial’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
2023
Q4 		$428K Buy
+5,035
New +$397K 0.09% 72

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rollins Financial's ESGV Position: Q4 2023 in Review

Rollins Financial opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q4 2023: 5,035 shares worth $428K. The stake represents 0.09% of the portfolio and ranks #72 among its holdings.

472 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • Rollins Financial held 5,035 shares of Vanguard ESG US Stock ETF worth $428K as of Q4 2023.
  • Vanguard ESG US Stock ETF was a new Rollins Financial position in Q4 2023.
  • Vanguard ESG US Stock ETF made up 0.09% of Rollins Financial's portfolio in Q4 2023, its #72 holding.
  • 472 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.