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Whittier Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Whittier Trust’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 		$3.8M Hold
28,585
– – 0.04% 236
2026
Q1 		$3.26M Sell
28,585
-21
-0.1% -$2.49K 0.04% 224
2025
Q4 		$3.51M Hold
28,606
– – 0.04% 220
2025
Q3 		$3.41M Sell
28,606
-1,211
-4% -$138K 0.04% 218
2025
Q2 		$3.27M Hold
29,817
– – 0.04% 235
2025
Q1 		$2.92M Buy
29,817
+578
+2% +$60.4K 0.04% 243
2024
Q4 		$3.07M Buy
29,239
+225
+0.8% +$23.6K 0.04% 237
2024
Q3 		$2.95M Hold
29,014
– – 0.04% 244
2024
Q2 		$2.8M Hold
29,014
– – 0.04% 240
2024
Q1 		$2.7M Hold
29,014
– – 0.04% 244
2023
Q4 		$2.47M Hold
29,014
– – 0.04% 251
2023
Q3 		$2.18M Hold
29,014
– – 0.04% 262
2023
Q2 		$2.27M Hold
29,014
– – 0.04% 261
2023
Q1 		$2.08M Hold
29,014
– – 0.04% 270
2022
Q4 		$1.91M Hold
29,014
– – 0.04% 277
2022
Q3 		$1.82M Hold
29,014
– – 0.04% 269
2022
Q2 		$1.93M Hold
29,014
– – 0.04% 273
2022
Q1 		$2.35M Hold
29,014
– – 0.04% 265
2021
Q4 		$2.55M Hold
29,014
– – 0.04% 256
2021
Q3 		$2.32M Hold
29,014
– – 0.04% 260
2021
Q2 		$2.32M Hold
29,014
– – 0.04% 257
2021
Q1 		$2.14M Buy
29,014
+10,950
+61% +$793K 0.04% 264
2020
Q4 		$1.27M Buy
+18,064
New +$1.19M 0.03% 299

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

Whittier Trust's ESGV Position: Q2 2026 in Review

Whittier Trust held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 28,585 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #236.

Whittier Trust first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Whittier Trust held 28,585 shares of Vanguard ESG US Stock ETF worth $3.8M as of Q2 2026.
  • Whittier Trust left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Whittier Trust's portfolio in Q2 2026, its #236 holding.
  • Whittier Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.