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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
Q2 		$2.52M Sell
19,029
-268
-1% -$34.2K 0.03% 220
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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Glenview Trust's ESGV Position: Q2 2026 in Review

Glenview Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q2 2026, selling an estimated $34.2K and leaving 19,029 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #220.

Glenview Trust first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Glenview Trust held 19,029 shares of Vanguard ESG US Stock ETF worth $2.52M as of Q2 2026.
  • Glenview Trust sold 268 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $34.2K.
  • Vanguard ESG US Stock ETF made up 0.03% of Glenview Trust's portfolio in Q2 2026, its #220 holding.
  • Glenview Trust first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.