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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's ESGV Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard ESG US Stock ETF (ESGV) stake by 93% in Q1 2026, selling an estimated $210K and leaving 141 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Root Financial Partners first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q4 2024. 676 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Root Financial Partners held 141 shares of Vanguard ESG US Stock ETF worth $15.9K as of Q1 2026.
Root Financial Partners sold 1,768 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $210K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1451 holding.
Root Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Vanguard ESG US Stock ETF position peaked at $272K in Q4 2024.
676 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.