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

Glenview 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 		$2.17M Buy
19,297
+845
+5% +$100K 0.03% 223
2025
Q4 		$2.23M Buy
18,452
+29
+0.2% +$3.48K 0.03% 219
2025
Q3 		$2.18M Hold
18,423
– – 0.03% 220
2025
Q2 		$2.02M Buy
18,423
+1,459
+9% +$147K 0.03% 218
2025
Q1 		$1.66M Sell
16,964
-135
-0.8% -$14.1K 0.03% 225
2024
Q4 		$1.79M Hold
17,099
– – 0.03% 215
2024
Q3 		$1.74M Sell
17,099
-305
-2% -$29.9K 0.03% 218
2024
Q2 		$1.68M Buy
17,404
+144
+0.8% +$13.3K 0.03% 215
2024
Q1 		$1.61M Buy
17,260
+924
+6% +$82.2K 0.03% 216
2023
Q4 		$1.39M Buy
16,336
+147
+0.9% +$11.6K 0.03% 225
2023
Q3 		$1.22M Hold
16,189
– – 0.03% 220
2023
Q2 		$1.27M Hold
16,189
– – 0.03% 213
2023
Q1 		$1.16M Buy
16,189
+545
+3% +$38K 0.03% 216
2022
Q4 		$1.03M Buy
15,644
+4,980
+47% +$332K 0.03% 214
2022
Q3 		$671K Buy
10,664
+3,827
+56% +$269K 0.03% 240
2022
Q2 		$454K Hold
6,837
– – 0.02% 297
2022
Q1 		$554K Buy
6,837
+3,305
+94% +$266K 0.02% 284
2021
Q4 		$310K Hold
3,532
– – 0.01% 358
2021
Q3 		$283K Buy
3,532
+426
+14% +$35.1K 0.01% 350
2021
Q2 		$248K Hold
3,106
– – 0.01% 371
2021
Q1 		$229K Buy
+3,106
New +$225K 0.01% 371

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

Glenview Trust's ESGV Position: Q1 2026 in Review

Glenview Trust increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.6% in Q1 2026, buying an estimated $100K and bringing the position to 19,297 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #223.

Glenview Trust first reported a position in ESGV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.23M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Glenview Trust held 19,297 shares of Vanguard ESG US Stock ETF worth $2.17M as of Q1 2026.
  • Glenview Trust bought 845 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $100K.
  • Vanguard ESG US Stock ETF made up 0.03% of Glenview Trust's portfolio in Q1 2026, its #223 holding.
  • Glenview Trust first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • Glenview Trust's Vanguard ESG US Stock ETF position peaked at $2.23M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.