Parkside Financial Bank & Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Parkside Financial Bank & 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	$117K	Sell	886 -741	-46%	-$94.5K	0.01%	679
2026 Q1	$183K	Hold	1,627	–	–	0.01%	475
2025 Q4	$197K	Hold	1,627	–	–	0.01%	460
2025 Q3	$193K	Hold	1,627	–	–	0.01%	452
2025 Q2	$178K	Hold	1,627	–	–	0.02%	455
2025 Q1	$159K	Hold	1,627	–	–	0.02%	437
2024 Q4	$171K	Hold	1,627	–	–	0.02%	419
2024 Q3	$165K	Hold	1,627	–	–	0.02%	409
2024 Q2	$157K	Hold	1,627	–	–	0.02%	400
2024 Q1	$152K	Hold	1,627	–	–	0.02%	407
2023 Q4	$138K	Hold	1,627	–	–	0.03%	386
2023 Q3	$122K	Hold	1,627	–	–	0.03%	362
2023 Q2	$127K	Buy	+1,627	New	+$120K	0.03%	352
2023 Q1	–	Sell	-1,700	Closed	-$112K	–	2043
2022 Q4	$112K	Buy	+1,700	New	+$113K	0.03%	352

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Parkside Financial Bank & Trust's ESGV Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 46% in Q2 2026, selling an estimated $94.5K and leaving 886 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #679.

Parkside Financial Bank & Trust first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $197K in Q4 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Parkside Financial Bank & Trust held 886 shares of Vanguard ESG US Stock ETF worth $117K as of Q2 2026.
Parkside Financial Bank & Trust sold 741 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $94.5K.
Vanguard ESG US Stock ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #679 holding.
Parkside Financial Bank & Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
Parkside Financial Bank & Trust's Vanguard ESG US Stock ETF position peaked at $197K in Q4 2025.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.