DT Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DT Investment 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 Q2	$39.8K	Buy	301 +13	+5%	+$1.66K	﹤0.01%	266
2026 Q1	$32.3K	Hold	288	–	–	﹤0.01%	277
2025 Q4	$34.8K	Buy	288 +12	+4%	+$1.44K	﹤0.01%	285
2025 Q3	$32.7K	Buy	276 +15	+6%	+$1.71K	﹤0.01%	278
2025 Q2	$28.6K	Buy	261 +52	+25%	+$5.24K	﹤0.01%	284
2025 Q1	$20.5K	Sell	209 -6	-3%	-$627	﹤0.01%	321
2024 Q4	$22.6K	Hold	215	–	–	﹤0.01%	308
2024 Q3	$21.9K	Hold	215	–	–	﹤0.01%	345
2024 Q2	$20.8K	Hold	215	–	–	﹤0.01%	306
2024 Q1	$20K	Sell	215 -1	-0.5%	-$89	﹤0.01%	287
2023 Q4	$19K	Sell	216 -278	-56%	-$21.9K	﹤0.01%	285
2023 Q3	$37.2K	Hold	494	–	–	﹤0.01%	217
2023 Q2	$39.9K	Hold	494	–	–	﹤0.01%	221
2023 Q1	$35.8K	Buy	494 +56	+13%	+$3.9K	﹤0.01%	222
2022 Q4	$28.8K	Buy	438 +40	+10%	+$2.67K	﹤0.01%	234
2022 Q3	$25K	Buy	+398	New	+$27.9K	﹤0.01%	236

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

DT Investment Partners's ESGV Position: Q2 2026 in Review

DT Investment Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.5% in Q2 2026, buying an estimated $1.66K and bringing the position to 301 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

DT Investment Partners first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $39.9K in Q2 2023. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

DT Investment Partners held 301 shares of Vanguard ESG US Stock ETF worth $39.8K as of Q2 2026.
DT Investment Partners bought 13 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.66K.
Vanguard ESG US Stock ETF made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #266 holding.
DT Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's Vanguard ESG US Stock ETF position peaked at $39.9K in Q2 2023.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.