Webster Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Webster 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	$2.37M	Sell	17,904 -1,000	-5%	-$128K	0.21%	86
2026 Q1	$2.12M	Hold	18,904	–	–	0.2%	89
2025 Q4	$2.29M	Hold	18,904	–	–	0.21%	81
2025 Q3	$2.24M	Hold	18,904	–	–	0.22%	84
2025 Q2	$2.07M	Sell	18,904 -17,825	-49%	-$1.8M	0.21%	80
2025 Q1	$3.6M	Hold	36,729	–	–	0.4%	57
2024 Q4	$3.85M	Hold	36,729	–	–	0.41%	53
2024 Q3	$3.73M	Hold	36,729	–	–	0.4%	56
2024 Q2	$3.55M	Hold	36,729	–	–	0.39%	58
2024 Q1	$3.42M	Hold	36,729	–	–	0.38%	60
2023 Q4	$3.12M	Buy	36,729 +297	+0.8%	+$23.4K	0.38%	58
2023 Q3	$2.74M	Hold	36,432	–	–	0.37%	60
2023 Q2	$2.85M	Sell	36,432 -1,534	-4%	-$113K	0.37%	61
2023 Q1	$2.72M	Hold	37,966	–	–	0.35%	66
2022 Q4	$2.5M	Hold	37,966	–	–	0.34%	72
2022 Q3	$2.39M	Hold	37,966	–	–	0.35%	69
2022 Q2	$2.52M	Hold	37,966	–	–	0.34%	72
2022 Q1	$3.08M	Hold	37,966	–	–	0.36%	69
2021 Q4	$3.34M	Hold	37,966	–	–	0.35%	66
2021 Q3	$3.04M	Hold	37,966	–	–	0.34%	67
2021 Q2	$3.04M	Hold	37,966	–	–	0.33%	69
2021 Q1	$2.8M	Hold	37,966	–	–	0.32%	73
2020 Q4	$2.66M	Hold	37,966	–	–	0.31%	69
2020 Q3	$2.35M	Hold	37,966	–	–	0.31%	73
2020 Q2	$2.14M	Sell	37,966 -1,234	-3%	-$64.9K	0.3%	72
2020 Q1	$1.79M	Buy	39,200 +4,325	+12%	+$233K	0.3%	76
2019 Q4	$1.97M	Buy	34,875 +13,500	+63%	+$729K	0.25%	89
2019 Q3	$1.11M	Buy	+21,375	New	+$1.11M	0.15%	110

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PIC

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Webster Bank's ESGV Position: Q2 2026 in Review

Webster Bank reduced its Vanguard ESG US Stock ETF (ESGV) stake by 5.3% in Q2 2026, selling an estimated $128K and leaving 17,904 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #86.

Webster Bank first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.85M in Q4 2024. 153 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Webster Bank held 17,904 shares of Vanguard ESG US Stock ETF worth $2.37M as of Q2 2026.
Webster Bank sold 1,000 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $128K.
Vanguard ESG US Stock ETF made up 0.21% of Webster Bank's portfolio in Q2 2026, its #86 holding.
Webster Bank first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
Webster Bank's Vanguard ESG US Stock ETF position peaked at $3.85M in Q4 2024.
153 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.