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Sageworth Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sageworth 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 		$5.03M Buy
38,034
+421
+1% +$53.7K 0.2% 28
2026
Q1 		$4.22M Buy
37,613
+2,036
+6% +$242K 0.18% 31
2025
Q4 		$4.3M Hold
35,577
– – 0.18% 29
2025
Q3 		$4.21M Sell
35,577
-337
-0.9% -$38.4K 0.2% 38
2025
Q2 		$3.94M Buy
35,914
+1,732
+5% +$175K 0.22% 29
2025
Q1 		$3.35M Buy
34,182
+538
+2% +$56.3K 0.21% 29
2024
Q4 		$3.53M Buy
33,644
+930
+3% +$97.6K 0.22% 26
2024
Q3 		$3.33M Buy
32,714
+1,727
+6% +$169K 0.2% 28
2024
Q2 		$2.99M Buy
30,987
+567
+2% +$52.6K 0.19% 31
2024
Q1 		$2.83M Buy
30,420
+8
+0% +$711 0.18% 30
2023
Q4 		$2.59M Buy
30,412
+1,370
+5% +$108K 0.18% 31
2023
Q3 		$2.18M Sell
29,042
-6,266
-18% -$492K 0.16% 33
2023
Q2 		$2.77M Buy
35,308
+7,503
+27% +$552K 0.2% 30
2023
Q1 		$1.99M Buy
27,805
+4,511
+19% +$314K 0.15% 35
2022
Q4 		$1.53M Hold
23,294
– – 0.12% 35
2022
Q3 		$1.47M Buy
23,294
+8,440
+57% +$592K 0.13% 31
2022
Q2 		$987K Sell
14,854
-3,158
-18% -$228K 0.08% 35
2022
Q1 		$1.46M Buy
18,012
+3,482
+24% +$280K 0.11% 27
2021
Q4 		$1.28M Buy
14,530
+2,200
+18% +$188K 0.1% 31
2021
Q3 		$987K Buy
12,330
+728
+6% +$60K 0.08% 50
2021
Q2 		$928K Buy
11,602
+1,810
+18% +$140K 0.07% 52
2021
Q1 		$722K Buy
9,792
+3,501
+56% +$254K 0.06% 56
2020
Q4 		$441K Buy
6,291
+1,379
+28% +$91K 0.04% 45
2020
Q3 		$304K Hold
4,912
– – 0.03% 42
2020
Q2 		$277K Sell
4,912
-785
-14% -$41.3K 0.03% 38
2020
Q1 		$261K Buy
5,697
+222
+4% +$12K 0.03% 40
2019
Q4 		$310K Buy
5,475
+2,752
+101% +$149K 0.03% 46
2019
Q3 		$141K Buy
+2,723
New +$141K 0.02% 64

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

Sageworth Trust's ESGV Position: Q2 2026 in Review

Sageworth Trust increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q2 2026, buying an estimated $53.7K and bringing the position to 38,034 shares worth $5.03M. The position accounts for 0.2% of the portfolio, ranked #28.

Sageworth Trust first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sageworth Trust held 38,034 shares of Vanguard ESG US Stock ETF worth $5.03M as of Q2 2026.
  • Sageworth Trust bought 421 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $53.7K.
  • Vanguard ESG US Stock ETF made up 0.2% of Sageworth Trust's portfolio in Q2 2026, its #28 holding.
  • Sageworth Trust first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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