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

Rossby 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
2026
Q2 		$95 Sell
1
-364
-100% -$46.4K ﹤0.01% 2129
2026
Q1 		$41.4K Buy
365
+364
+36,400% +$43.2K 0.01% 794
2025
Q4 		$86 Hold
1
– – ﹤0.01% 1793
2025
Q3 		$85 Hold
1
– – ﹤0.01% 1461
2025
Q2 		$78 Sell
1
-2,591
-100% -$261K ﹤0.01% 1231
2025
Q1 		$251K Buy
+2,592
New +$271K 0.11% 189

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Rossby Financial's ESGV Position: Q2 2026 in Review

Rossby Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 100% in Q2 2026, selling an estimated $46.4K and leaving 1 share worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Rossby Financial first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $251K in Q1 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Rossby Financial held 1 share of Vanguard ESG US Stock ETF worth $95 as of Q2 2026.
  • Rossby Financial sold 364 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $46.4K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #2129 holding.
  • Rossby Financial first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Vanguard ESG US Stock ETF position peaked at $251K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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