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

Fiduciary 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
Q1 		$2.79M Sell
24,882
-63
-0.3% -$7.48K 0.03% 238
2025
Q4 		$3.02M Sell
24,945
-612
-2% -$73.4K 0.03% 231
2025
Q3 		$3.03M Sell
25,557
-273
-1% -$31.1K 0.03% 231
2025
Q2 		$2.83M Sell
25,830
-4,878
-16% -$492K 0.03% 229
2025
Q1 		$3.01M Sell
30,708
-38
-0.1% -$3.97K 0.04% 220
2024
Q4 		$3.22M Hold
30,746
– – 0.04% 210
2024
Q3 		$3.13M Hold
30,746
– – 0.04% 213
2024
Q2 		$2.97M Hold
30,746
– – 0.04% 205
2024
Q1 		$2.87M Sell
30,746
-1,675
-5% -$149K 0.04% 210
2023
Q4 		$2.76M Sell
32,421
-708
-2% -$55.8K 0.05% 212
2023
Q3 		$2.49M Buy
33,129
+16,199
+96% +$1.27M 0.05% 212
2023
Q2 		$1.33M Sell
16,930
-1,709
-9% -$126K 0.02% 290
2023
Q1 		$1.34M Sell
18,639
-528
-3% -$36.8K 0.02% 280
2022
Q4 		$1.26M Hold
19,167
– – 0.02% 303
2022
Q3 		$1.21M Hold
19,167
– – 0.03% 287
2022
Q2 		$1.27M Buy
19,167
+4,248
+28% +$307K 0.03% 291
2022
Q1 		$1.21M Hold
14,919
– – 0.02% 316
2021
Q4 		$1.31M Hold
14,919
– – 0.02% 305
2021
Q3 		$1.19M Hold
14,919
– – 0.02% 310
2021
Q2 		$1.19M Buy
14,919
+6,771
+83% +$525K 0.02% 305
2021
Q1 		$601K Hold
8,148
– – 0.01% 421
2020
Q4 		$572K Hold
8,148
– – 0.01% 410
2020
Q3 		$504K Hold
8,148
– – 0.01% 393
2020
Q2 		$459K Buy
8,148
+2,346
+40% +$123K 0.01% 394
2020
Q1 		$266K Buy
+5,802
New +$313K 0.01% 433

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Trust's ESGV Position: Q1 2026 in Review

Fiduciary Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.25% in Q1 2026, selling an estimated $7.48K and leaving 24,882 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #238.

Fiduciary Trust first reported a position in ESGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.22M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Fiduciary Trust held 24,882 shares of Vanguard ESG US Stock ETF worth $2.79M as of Q1 2026.
  • Fiduciary Trust sold 63 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $7.48K.
  • Vanguard ESG US Stock ETF made up 0.03% of Fiduciary Trust's portfolio in Q1 2026, its #238 holding.
  • Fiduciary Trust first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • Fiduciary Trust's Vanguard ESG US Stock ETF position peaked at $3.22M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.