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Crews Bank & Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Crews Bank & Trust’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
2025
Q4 		– Sell
-200
Closed -$23.7K – 628
2025
Q3 		$23.7K Hold
200
– – ﹤0.01% 448
2025
Q2 		$21.9K Hold
200
– – ﹤0.01% 451
2025
Q1 		$19.6K Hold
200
– – ﹤0.01% 450
2024
Q4 		$21K Buy
+200
New +$21K ﹤0.01% 448

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Crews Bank & Trust's ESGV Position: Q4 2025 in Review

Crews Bank & Trust sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 200 shares — an estimated $23.7K sold.

Crews Bank & Trust first reported a position in ESGV in Q4 2024 and held it in 4 quarters. The position peaked at $23.7K in Q3 2025. 691 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Crews Bank & Trust reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 200 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $23.7K.
  • Crews Bank & Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 4 quarters.
  • Crews Bank & Trust's Vanguard ESG US Stock ETF position peaked at $23.7K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.