Sageworth Trust Company of South Dakota’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sageworth Trust Company of South Dakota’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	$1.11M	Sell	8,398 -538	-6%	-$68.6K	0.69%	26
2026 Q1	$1M	Hold	8,936	–	–	0.79%	24
2025 Q4	$1.08M	Buy	8,936 +1,498	+20%	+$180K	0.88%	23
2025 Q3	$881K	Sell	7,438 -463	-6%	-$52.7K	0.83%	26
2025 Q2	$866K	Sell	7,901 -71	-0.9%	-$7.16K	0.94%	24
2025 Q1	$781K	Buy	7,972 +814	+11%	+$85.1K	0.94%	25
2024 Q4	$751K	Sell	7,158 -107	-1%	-$11.2K	0.95%	26
2024 Q3	$738K	Sell	7,265 -39	-0.5%	-$3.82K	0.95%	25
2024 Q2	$706K	Sell	7,304 -20	-0.3%	-$1.85K	1.04%	24
2024 Q1	$683K	Buy	7,324 +115	+2%	+$10.2K	1.05%	28
2023 Q4	$613K	Buy	7,209 +2,360	+49%	+$186K	1.16%	25
2023 Q3	$365K	Buy	4,849 +1,265	+35%	+$99.3K	0.8%	34
2023 Q2	$281K	Sell	3,584 -139	-4%	-$10.2K	0.7%	35
2023 Q1	$267K	Hold	3,723	–	–	0.62%	35
2022 Q4	$245K	Sell	3,723 -8,962	-71%	-$598K	0.55%	36
2022 Q3	$798K	Buy	12,685 +44	+0.3%	+$3.09K	1.96%	16
2022 Q2	$839K	Buy	+12,641	New	+$913K	1.73%	20

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ESGV Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6% in Q2 2026, selling an estimated $68.6K and leaving 8,398 shares worth $1.11M. The position accounts for 0.69% of the portfolio, ranked #26.

Sageworth Trust Company of South Dakota first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 587 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sageworth Trust Company of South Dakota held 8,398 shares of Vanguard ESG US Stock ETF worth $1.11M as of Q2 2026.
Sageworth Trust Company of South Dakota sold 538 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $68.6K.
Vanguard ESG US Stock ETF made up 0.69% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #26 holding.
Sageworth Trust Company of South Dakota first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
587 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.