Rossmore Private Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rossmore Private Capital’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	$561K	Hold	4,998	–	–	0.05%	197
2025 Q4	$605K	Sell	4,998 -2,049	-29%	-$246K	0.05%	189
2025 Q3	$835K	Hold	7,047	–	–	0.09%	147
2025 Q2	$773K	Hold	7,047	–	–	0.09%	153
2025 Q1	$690K	Hold	7,047	–	–	0.09%	157
2024 Q4	$739K	Hold	7,047	–	–	0.09%	145
2024 Q3	$716K	Hold	7,047	–	–	0.09%	151
2024 Q2	$681K	Hold	7,047	–	–	0.09%	149
2024 Q1	$657K	Hold	7,047	–	–	0.09%	150
2023 Q4	$599K	Hold	7,047	–	–	0.08%	148
2023 Q3	$530K	Hold	7,047	–	–	0.08%	147
2023 Q2	$552K	Sell	7,047 -487	-6%	-$35.9K	0.08%	149
2023 Q1	$540K	Hold	7,534	–	–	0.08%	149
2022 Q4	$496K	Hold	7,534	–	–	0.08%	157
2022 Q3	$474K	Hold	7,534	–	–	0.08%	152
2022 Q2	$500K	Hold	7,534	–	–	0.09%	153
2022 Q1	$611K	Sell	7,534 -490	-6%	-$39.4K	0.1%	144
2021 Q4	$705K	Hold	8,024	–	–	0.11%	137
2021 Q3	$642K	Hold	8,024	–	–	0.11%	140
2021 Q2	$642K	Hold	8,024	–	–	0.11%	140
2021 Q1	$592K	Hold	8,024	–	–	0.11%	138
2020 Q4	$563K	Buy	+8,024	New	+$530K	0.11%	134

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

Rossmore Private Capital's ESGV Position: Q1 2026 in Review

Rossmore Private Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 4,998 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #197.

Rossmore Private Capital first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $835K in Q3 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Rossmore Private Capital held 4,998 shares of Vanguard ESG US Stock ETF worth $561K as of Q1 2026.
Rossmore Private Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.05% of Rossmore Private Capital's portfolio in Q1 2026, its #197 holding.
Rossmore Private Capital first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
Rossmore Private Capital's Vanguard ESG US Stock ETF position peaked at $835K in Q3 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.