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Equitable Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Equitable 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
2026
Q3 		$2.46M Hold
18,154
– – 0.1% 144
2026
Q2 		$2.4M Sell
18,154
-374
-2% -$47.7K 0.1% 152
2026
Q1 		$2.08M Hold
18,528
– – 0.1% 152
2025
Q4 		$2.24M Hold
18,528
– – 0.1% 150
2025
Q3 		$2.19M Hold
18,528
– – 0.1% 150
2025
Q2 		$2.03M Sell
18,528
-2,569
-12% -$259K 0.1% 153
2025
Q1 		$2.07M Sell
21,097
-3,029
-13% -$317K 0.11% 150
2024
Q4 		$2.53M Sell
24,126
-212
-0.9% -$22.2K 0.14% 132
2024
Q3 		$2.47M Sell
24,338
-9
-0% -$882 0.16% 130
2024
Q2 		$2.35M Sell
24,347
-169
-0.7% -$15.7K 0.16% 124
2024
Q1 		$2.28M Hold
24,516
– – 0.16% 124
2023
Q4 		$2.09M Sell
24,516
-3,681
-13% -$290K 0.16% 118
2023
Q3 		$2.12M Sell
28,197
-565
-2% -$44.3K 0.18% 107
2023
Q2 		$2.25M Sell
28,762
-2,279
-7% -$168K 0.17% 107
2023
Q1 		$2.23M Sell
31,041
-166
-0.5% -$11.6K 0.18% 109
2022
Q4 		$2.06M Sell
31,207
-634
-2% -$42.3K 0.16% 122
2022
Q3 		$2M Sell
31,841
-14,876
-32% -$1.04M 0.17% 120
2022
Q2 		$3.1M Buy
46,717
+885
+2% +$63.9K 0.23% 91
2022
Q1 		$3.72M Buy
45,832
+922
+2% +$74.1K 0.24% 94
2021
Q4 		$3.95M Buy
44,910
+2,905
+7% +$248K 0.24% 98
2021
Q3 		$3.36M Sell
42,005
-5,588
-12% -$460K 0.21% 106
2021
Q2 		$3.81M Sell
47,593
-17,671
-27% -$1.37M 0.24% 99
2021
Q1 		$4.81M Sell
65,264
-8,638
-12% -$626K 0.36% 78
2020
Q4 		$5.19M Sell
73,902
-4,704
-6% -$310K 0.39% 74
2020
Q3 		$4.86M Sell
78,606
-11,200
-12% -$681K 0.41% 67
2020
Q2 		$5.06M Sell
89,806
-12,546
-12% -$660K 0.47% 60
2020
Q1 		$4.69M Buy
102,352
+27,994
+38% +$1.51M 0.52% 56
2019
Q4 		$4.21M Buy
74,358
+7,252
+11% +$392K 0.41% 68
2019
Q3 		$3.48M Buy
67,106
+738
+1% +$38.2K 0.37% 73
2019
Q2 		$3.4M Buy
66,368
+12,525
+23% +$628K 0.36% 78
2019
Q1 		$2.64M Buy
53,843
+7,061
+15% +$332K 0.31% 89
2018
Q4 		$2.01M Buy
+46,782
New +$2.16M 0.27% 93

Other funds holding ESGV

SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

Equitable Trust's ESGV Position: Q3 2026 in Review

Equitable Trust held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 18,154 shares worth $2.46M. The position accounts for 0.1% of the portfolio, ranked #144.

Equitable Trust first reported a position in ESGV in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.19M in Q4 2020. 137 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Equitable Trust held 18,154 shares of Vanguard ESG US Stock ETF worth $2.46M as of Q3 2026.
  • Equitable Trust left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.1% of Equitable Trust's portfolio in Q3 2026, its #144 holding.
  • Equitable Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 32 quarters since.
  • Equitable Trust's Vanguard ESG US Stock ETF position peaked at $5.19M in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.