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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
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

VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

New Covenant Trust Company's ESGV Position: Q2 2026 in Review

New Covenant Trust Company reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2026, selling an estimated $1.41M and leaving 57,492 shares worth $7.6M. The position accounts for 5.73% of the portfolio, ranked #4.

New Covenant Trust Company first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.02M in Q4 2025. 467 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • New Covenant Trust Company held 57,492 shares of Vanguard ESG US Stock ETF worth $7.6M as of Q2 2026.
  • New Covenant Trust Company sold 11,079 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.41M.
  • Vanguard ESG US Stock ETF made up 5.73% of New Covenant Trust Company's portfolio in Q2 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 10 quarters since.
  • New Covenant Trust Company's Vanguard ESG US Stock ETF position peaked at $8.02M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.