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

Sanibel Captiva 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	$588K	Hold	4,450	–	–	0.01%	306
2026 Q1	$500K	Hold	4,450	–	–	0.01%	312
2025 Q4	$538K	Hold	4,450	–	–	0.01%	290
2025 Q3	$527K	Sell	4,450 -240	-5%	-$27.3K	0.02%	285
2025 Q2	$514K	Sell	4,690 -200	-4%	-$20.2K	0.02%	279
2025 Q1	$479K	Hold	4,890	–	–	0.02%	279
2024 Q4	$513K	Hold	4,890	–	–	0.02%	270
2024 Q3	$497K	Hold	4,890	–	–	0.02%	276
2024 Q2	$472K	Sell	4,890 -82	-2%	-$7.6K	0.02%	263
2024 Q1	$463K	Buy	4,972 +390	+9%	+$34.7K	0.02%	264
2023 Q4	$390K	Buy	+4,582	New	+$361K	0.01%	266

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

Sanibel Captiva Trust Company's ESGV Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 4,450 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #306.

Sanibel Captiva Trust Company first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sanibel Captiva Trust Company held 4,450 shares of Vanguard ESG US Stock ETF worth $588K as of Q2 2026.
Sanibel Captiva 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 Sanibel Captiva Trust Company's portfolio in Q2 2026, its #306 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.