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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
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

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

Midwest Trust's ESGV Position: Q1 2026 in Review

Midwest Trust held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 7,827 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #358.

Midwest Trust first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $947K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Midwest Trust held 7,827 shares of Vanguard ESG US Stock ETF worth $879K as of Q1 2026.
  • Midwest Trust left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #358 holding.
  • Midwest Trust first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Vanguard ESG US Stock ETF position peaked at $947K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.