Root Financial Partners
ESGV icon

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
Q3 		$19.2K Buy
+141
New +$19K ﹤0.01% 1582
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

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Visa Foundation
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Raymond James Financial
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Stanich Group
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IMPACTfolio
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Baird Financial Group
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners's ESGV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2026: 141 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESGV as recently as Q1 2026.

Root Financial Partners first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q4 2024. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Root Financial Partners held 141 shares of Vanguard ESG US Stock ETF worth $19.2K as of Q3 2026.
  • Vanguard ESG US Stock ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1582 holding.
  • Root Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Vanguard ESG US Stock ETF position peaked at $272K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.