Midwest Trust
ESGV icon

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

Midwest 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 		$1.33M Hold
9,837
– – 0.01% 341
2026
Q2 		$1.3M Buy
9,837
+2,010
+26% +$256K 0.01% 332
2026
Q1 		$879K Hold
7,827
– – 0.01% 358
2025
Q4 		$947K Hold
7,827
– – 0.01% 346
2025
Q3 		$927K Hold
7,827
– – 0.01% 356
2025
Q2 		$858K Buy
+7,827
New +$789K 0.01% 360

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Stanich Group
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Apella Capital
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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
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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
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Midwest Trust's ESGV Position: Q3 2026 in Review

Midwest Trust held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 9,837 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #341.

Midwest Trust first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Midwest Trust held 9,837 shares of Vanguard ESG US Stock ETF worth $1.33M as of Q3 2026.
  • Midwest Trust left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #341 holding.
  • Midwest Trust first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.