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Rothschild Investment LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rothschild Investment LLC’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 		$3.09K Hold
23
– – ﹤0.01% 2547
2026
Q1 		$2.62K Hold
23
– – ﹤0.01% 2420
2025
Q4 		$2.81K Hold
23
– – ﹤0.01% 2192
2025
Q3 		$2.75K Hold
23
– – ﹤0.01% 2026
2025
Q2 		$2.54K Hold
23
– – ﹤0.01% 1897
2025
Q1 		$2.26K Hold
23
– – ﹤0.01% 1818
2024
Q4 		$2.42K Hold
23
– – ﹤0.01% 1696
2024
Q3 		$2.33K Hold
23
– – ﹤0.01% 1643
2024
Q2 		$2.21K Hold
23
– – ﹤0.01% 1362
2024
Q1 		$2.13K Buy
+23
New +$2.04K ﹤0.01% 1207

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Rothschild Investment LLC's ESGV Position: Q2 2026 in Review

Rothschild Investment LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 23 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Rothschild Investment LLC first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Rothschild Investment LLC held 23 shares of Vanguard ESG US Stock ETF worth $3.09K as of Q2 2026.
  • Rothschild Investment LLC left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2547 holding.
  • Rothschild Investment LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.