Root Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Root Financial Partners’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	–	Sell	-141	Closed	-$15.9K	–	1275
2026 Q1	$15.9K	Sell	141 -1,768	-93%	-$210K	﹤0.01%	1451
2025 Q4	$231K	Hold	1,909	–	–	0.01%	273
2025 Q3	$226K	Sell	1,909 -350	-15%	-$39.8K	0.01%	261
2025 Q2	$248K	Sell	2,259 -332	-13%	-$33.5K	0.02%	210
2025 Q1	$254K	Hold	2,591	–	–	0.03%	175
2024 Q4	$272K	Buy	+2,591	New	+$272K	0.03%	165

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

Root Financial Partners's ESGV Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 141 shares — an estimated $15.9K sold.

Root Financial Partners first reported a position in ESGV in Q4 2024 and held it in 6 quarters. The position peaked at $272K in Q4 2024. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Root Financial Partners reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 141 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $15.9K.
Root Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 6 quarters.
Root Financial Partners's Vanguard ESG US Stock ETF position peaked at $272K in Q4 2024.
717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.