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

WhitTier 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 Q1	$2M	Hold	17,563	–	–	0.04%	237
2025 Q4	$2.16M	Hold	17,563	–	–	0.04%	225
2025 Q3	$2.09M	Buy	17,563 +3,470	+25%	+$395K	0.04%	228
2025 Q2	$1.55M	Hold	14,093	–	–	0.04%	264
2025 Q1	$1.38M	Buy	14,093 +1,080	+8%	+$113K	0.03%	269
2024 Q4	$1.36M	Buy	13,013 +1,873	+17%	+$197K	0.03%	263
2024 Q3	$1.13M	Buy	11,140 +355	+3%	+$34.8K	0.03%	279
2024 Q2	$1.04M	Hold	10,785	–	–	0.03%	279
2024 Q1	$1.01M	Buy	10,785 +1,450	+16%	+$129K	0.03%	281
2023 Q4	$794K	Buy	9,335 +350	+4%	+$27.6K	0.03%	294
2023 Q3	$676K	Hold	8,985	–	–	0.02%	308
2023 Q2	$704K	Hold	8,985	–	–	0.02%	304
2023 Q1	$644K	Hold	8,985	–	–	0.02%	309
2022 Q4	$592K	Buy	+8,985	New	+$599K	0.02%	322

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WhitTier Trust Company's ESGV Position: Q1 2026 in Review

WhitTier Trust Company held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 17,563 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #237.

WhitTier Trust Company first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.16M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

WhitTier Trust Company held 17,563 shares of Vanguard ESG US Stock ETF worth $2M as of Q1 2026.
WhitTier Trust Company left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.04% of WhitTier Trust Company's portfolio in Q1 2026, its #237 holding.
WhitTier Trust Company first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
WhitTier Trust Company's Vanguard ESG US Stock ETF position peaked at $2.16M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.