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

New Covenant 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
Q3 		$7.78M Sell
57,380
-112
-0.2% -$15.1K 5.38% 4
2026
Q2 		$7.6M Sell
57,492
-11,079
-16% -$1.41M 5.73% 4
2026
Q1 		$7.7M Buy
68,571
+2,343
+4% +$278K 6.87% 4
2025
Q4 		$8.02M Buy
66,228
+6,960
+12% +$835K 7.23% 3
2025
Q3 		$7.02M Sell
59,268
-2,109
-3% -$240K 6.54% 4
2025
Q2 		$6.69M Sell
61,377
-14
-0% -$1.41K 5.97% 4
2025
Q1 		$5.99M Sell
61,391
-3,760
-6% -$393K 6.32% 4
2024
Q4 		$6.86M Sell
65,151
-725
-1% -$76.1K 6.82% 4
2024
Q3 		$6.67M Sell
65,876
-154
-0.2% -$15.1K 6.46% 4
2024
Q2 		$6.44M Sell
66,030
-3,381
-5% -$313K 7.4% 3
2024
Q1 		$6.47M Buy
+69,411
New +$6.17M 6.47% 3

Other funds holding ESGV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

New Covenant Trust Company's ESGV Position: Q3 2026 in Review

New Covenant Trust Company reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.19% in Q3 2026, selling an estimated $15.1K and leaving 57,380 shares worth $7.78M. The position accounts for 5.38% of the portfolio, ranked #4.

New Covenant Trust Company first reported a position in ESGV in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.02M in Q4 2025. 27 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • New Covenant Trust Company held 57,380 shares of Vanguard ESG US Stock ETF worth $7.78M as of Q3 2026.
  • New Covenant Trust Company sold 112 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $15.1K.
  • Vanguard ESG US Stock ETF made up 5.38% of New Covenant Trust Company's portfolio in Q3 2026, its #4 holding.
  • New Covenant Trust Company first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's Vanguard ESG US Stock ETF position peaked at $8.02M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.