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Haverford Trust Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Haverford Trust Company’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 		$3.29M Buy
29,300
+337
+1% +$40K 0.03% 147
2025
Q4 		$3.5M Buy
28,963
+100
+0.3% +$12K 0.03% 141
2025
Q3 		$3.42M Buy
28,863
+719
+3% +$81.9K 0.03% 141
2025
Q2 		$3.09M Sell
28,144
-619
-2% -$62.4K 0.03% 150
2025
Q1 		$2.82M Buy
28,763
+4,078
+17% +$426K 0.03% 152
2024
Q4 		$2.59M Buy
24,685
+7,393
+43% +$776K 0.03% 155
2024
Q3 		$1.76M Sell
17,292
-1,262
-7% -$124K 0.02% 181
2024
Q2 		$1.79M Buy
18,554
+6,723
+57% +$623K 0.02% 181
2024
Q1 		$1.1M Buy
11,831
+1,369
+13% +$122K 0.01% 207
2023
Q4 		$890K Buy
10,462
+471
+5% +$37.1K 0.01% 225
2023
Q3 		$752K Buy
9,991
+3,435
+52% +$270K 0.01% 225
2023
Q2 		$514K Buy
6,556
+715
+12% +$52.6K 0.01% 263
2023
Q1 		$419K Sell
5,841
-7,785
-57% -$543K 0.01% 280
2022
Q4 		$897K Sell
13,626
-1,046
-7% -$69.8K 0.01% 197
2022
Q3 		$923K Buy
14,672
+769
+6% +$54K 0.01% 197
2022
Q2 		$923K Buy
13,903
+1,275
+10% +$92.1K 0.01% 196
2022
Q1 		$1.02M Buy
12,628
+42
+0.3% +$3.38K 0.01% 196
2021
Q4 		$1.11M Hold
12,586
– – 0.01% 193
2021
Q3 		$1.01M Hold
12,586
– – 0.01% 198
2021
Q2 		$1.01M Buy
12,586
+1,208
+11% +$93.7K 0.01% 195
2021
Q1 		$839K Buy
11,378
+2,705
+31% +$196K 0.01% 189
2020
Q4 		$609K Buy
8,673
+100
+1% +$6.6K 0.01% 198
2020
Q3 		$530K Buy
8,573
+2,073
+32% +$126K 0.01% 200
2020
Q2 		$367K Buy
+6,500
New +$342K 0.01% 221

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

Haverford Trust Company's ESGV Position: Q1 2026 in Review

Haverford Trust Company increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q1 2026, buying an estimated $40K and bringing the position to 29,300 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #147.

Haverford Trust Company first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.5M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Haverford Trust Company held 29,300 shares of Vanguard ESG US Stock ETF worth $3.29M as of Q1 2026.
  • Haverford Trust Company bought 337 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $40K.
  • Vanguard ESG US Stock ETF made up 0.03% of Haverford Trust Company's portfolio in Q1 2026, its #147 holding.
  • Haverford Trust Company first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • Haverford Trust Company's Vanguard ESG US Stock ETF position peaked at $3.5M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.