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Tortoise Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tortoise Investment Management’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 		$2.26M Sell
17,083
-443
-3% -$56.5K 0.17% 98
2026
Q1 		$1.97M Buy
17,526
+628
+4% +$74.6K 0.16% 96
2025
Q4 		$2.04M Buy
16,898
+2,265
+15% +$272K 0.18% 93
2025
Q3 		$1.73M Buy
14,633
+1,623
+12% +$185K 0.15% 96
2025
Q2 		$1.43M Buy
13,010
+63
+0.5% +$6.35K 0.14% 98
2025
Q1 		$1.27M Buy
12,947
+325
+3% +$34K 0.13% 100
2024
Q4 		$1.32M Sell
12,622
-116
-0.9% -$12.2K 0.14% 99
2024
Q3 		$1.29M Sell
12,738
-101
-0.8% -$9.9K 0.14% 104
2024
Q2 		$1.24M Buy
12,839
+152
+1% +$14.1K 0.14% 101
2024
Q1 		$1.18M Buy
12,687
+112
+0.9% +$9.96K 0.14% 101
2023
Q4 		$1.07M Buy
12,575
+376
+3% +$29.6K 0.15% 107
2023
Q3 		$918K Buy
12,199
+52
+0.4% +$4.08K 0.14% 106
2023
Q2 		$952K Sell
12,147
-1,858
-13% -$137K 0.14% 106
2023
Q1 		$1M Sell
14,005
-697
-5% -$48.6K 0.16% 96
2022
Q4 		$968K Buy
14,702
+1,327
+10% +$88.5K 0.17% 98
2022
Q3 		$841K Buy
13,375
+746
+6% +$52.4K 0.16% 100
2022
Q2 		$839K Buy
12,629
+882
+8% +$63.7K 0.16% 100
2022
Q1 		$952K Buy
11,747
+4,245
+57% +$341K 0.18% 95
2021
Q4 		$659K Sell
7,502
-224
-3% -$19.1K 0.12% 99
2021
Q3 		$619K Sell
7,726
-185
-2% -$15.2K 0.13% 95
2021
Q2 		$633K Sell
7,911
-515
-6% -$40K 0.13% 95
2021
Q1 		$621K Buy
8,426
+411
+5% +$29.8K 0.14% 89
2020
Q4 		$562K Buy
8,015
+1,285
+19% +$84.8K 0.13% 89
2020
Q3 		$416K Buy
6,730
+535
+9% +$32.5K 0.1% 102
2020
Q2 		$349K Buy
6,195
+1,145
+23% +$60.2K 0.09% 100
2020
Q1 		$231K Buy
+5,050
New +$272K 0.07% 115

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

Tortoise Investment Management's ESGV Position: Q2 2026 in Review

Tortoise Investment Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.5% in Q2 2026, selling an estimated $56.5K and leaving 17,083 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #98.

Tortoise Investment Management first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Tortoise Investment Management held 17,083 shares of Vanguard ESG US Stock ETF worth $2.26M as of Q2 2026.
  • Tortoise Investment Management sold 443 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $56.5K.
  • Vanguard ESG US Stock ETF made up 0.17% of Tortoise Investment Management's portfolio in Q2 2026, its #98 holding.
  • Tortoise Investment Management first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.