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Union Savings Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Union Savings Bank’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 		$77.5K Hold
586
– – 0.03% 196
2026
Q1 		$65.8K Hold
586
– – 0.03% 197
2025
Q4 		$70.9K Buy
+586
New +$70.3K 0.03% 198
2025
Q2 		$152K Hold
1,357
– – 0.07% 140
2025
Q1 		$133K Sell
1,357
-574
-30% -$60K 0.07% 151
2024
Q4 		$203K Sell
1,931
-1,166
-38% -$122K 0.1% 122
2024
Q3 		$315K Hold
3,097
– – 0.15% 103
2024
Q2 		$299K Buy
+3,097
New +$287K 0.16% 105

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

Union Savings Bank's ESGV Position: Q2 2026 in Review

Union Savings Bank held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 586 shares worth $77.5K. The position accounts for 0.03% of the portfolio, ranked #196.

Union Savings Bank first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $315K in Q3 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Union Savings Bank held 586 shares of Vanguard ESG US Stock ETF worth $77.5K as of Q2 2026.
  • Union Savings Bank left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #196 holding.
  • Union Savings Bank first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Union Savings Bank's Vanguard ESG US Stock ETF position peaked at $315K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.