Legacy Private Trust
ESGV icon

Legacy Private Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Legacy Private 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 		$398K Sell
2,940
-85
-3% -$11.4K 0.02% 217
2026
Q2 		$400K Sell
3,025
-100
-3% -$12.8K 0.02% 218
2026
Q1 		$351K Hold
3,125
– – 0.02% 219
2025
Q4 		$378K Hold
3,125
– – 0.02% 217
2025
Q3 		$370K Sell
3,125
-150
-5% -$17.1K 0.02% 214
2025
Q2 		$359K Hold
3,275
– – 0.02% 203
2025
Q1 		$321K Hold
3,275
– – 0.02% 205
2024
Q4 		$344K Sell
3,275
-350
-10% -$36.7K 0.02% 202
2024
Q3 		$368K Buy
3,625
+345
+11% +$33.8K 0.02% 194
2024
Q2 		$317K Hold
3,280
– – 0.02% 197
2024
Q1 		$306K Hold
3,280
– – 0.02% 202
2023
Q4 		$279K Hold
3,280
– – 0.02% 203
2023
Q3 		$247K Buy
3,280
+310
+10% +$24.3K 0.02% 212
2023
Q2 		$233K Sell
2,970
-1,130
-28% -$83.2K 0.02% 216
2023
Q1 		$294K Hold
4,100
– – 0.03% 200
2022
Q4 		$270K Sell
4,100
-310
-7% -$20.7K 0.02% 204
2022
Q3 		$277K Buy
4,410
+150
+4% +$10.5K 0.03% 198
2022
Q2 		$283K Buy
4,260
+1,285
+43% +$92.8K 0.03% 200
2022
Q1 		$241K Buy
2,975
+325
+12% +$26.1K 0.02% 228
2021
Q4 		$233K Buy
+2,650
New +$226K 0.02% 226

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
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
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Private Trust's ESGV Position: Q3 2026 in Review

Legacy Private Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q3 2026, selling an estimated $11.4K and leaving 2,940 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #217.

Legacy Private Trust first reported a position in ESGV in Q4 2021 and has held it in 20 quarters since. The position peaked at $400K in Q2 2026. 233 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Legacy Private Trust held 2,940 shares of Vanguard ESG US Stock ETF worth $398K as of Q3 2026.
  • Legacy Private Trust sold 85 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $11.4K.
  • Vanguard ESG US Stock ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #217 holding.
  • Legacy Private Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Vanguard ESG US Stock ETF position peaked at $400K in Q2 2026.
  • 233 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.