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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
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

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

Legacy Private Trust's ESGV Position: Q2 2026 in Review

Legacy Private Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.2% in Q2 2026, selling an estimated $12.8K and leaving 3,025 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #218.

Legacy Private Trust first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Legacy Private Trust held 3,025 shares of Vanguard ESG US Stock ETF worth $400K as of Q2 2026.
  • Legacy Private Trust sold 100 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard ESG US Stock ETF made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #218 holding.
  • Legacy Private Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.