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

Private 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 		$63.7K Hold
482
– – 0.01% 1265
2026
Q1 		$54.1K Hold
482
– – ﹤0.01% 1269
2025
Q4 		$58.3K Hold
482
– – 0.01% 1229
2025
Q3 		$57.1K Hold
482
– – 0.01% 1210
2025
Q2 		$52.8K Sell
482
-98
-17% -$9.88K 0.01% 1201
2025
Q1 		$56.8K Hold
580
– – 0.01% 1147
2024
Q4 		$60.8K Hold
580
– – 0.01% 1094
2024
Q3 		$59K Hold
580
– – 0.01% 1083
2024
Q2 		$56K Hold
580
– – 0.01% 1076
2024
Q1 		$54K Hold
580
– – 0.01% 1083
2023
Q4 		$49.3K Hold
580
– – 0.01% 1060
2023
Q3 		$43.6K Hold
580
– – 0.01% 1068
2023
Q2 		$45.4K Hold
580
– – 0.01% 1067
2023
Q1 		$41.6K Sell
580
-31
-5% -$2.16K 0.01% 1057
2022
Q4 		$40K Buy
611
+292
+92% +$19.5K 0.01% 1041
2022
Q3 		$20K Sell
319
-56
-15% -$3.93K ﹤0.01% 1197
2022
Q2 		$25K Buy
+375
New +$27.1K ﹤0.01% 1155

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Private Trust Company's ESGV Position: Q2 2026 in Review

Private Trust Company held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 482 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #1265.

Private Trust Company first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Private Trust Company held 482 shares of Vanguard ESG US Stock ETF worth $63.7K as of Q2 2026.
  • Private Trust Company left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1265 holding.
  • Private Trust Company first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.