AG
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AlTi Global’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AlTi Global’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 		$8.48M Buy
64,129
+57,046
+805% +$7.27M 0.18% 69
2026
Q1 		$795K Hold
7,083
– – 0.02% 263
2025
Q4 		$857K Hold
7,083
– – 0.02% 248
2025
Q3 		$839K Hold
7,083
– – 0.02% 262
2025
Q2 		$777K Hold
7,083
– – 0.02% 262
2025
Q1 		$694K Sell
7,083
-15,832
-69% -$1.66M 0.02% 248
2024
Q4 		$2.41M Hold
22,915
– – 0.06% 133
2024
Q3 		$2.32M Sell
22,915
-2,110
-8% -$207K 0.06% 141
2024
Q2 		$2.42M Sell
25,025
-7,070
-22% -$655K 0.07% 131
2024
Q1 		$2.99M Sell
32,095
-4,840
-13% -$430K 0.08% 116
2023
Q4 		$3.14M Buy
+36,935
New +$2.91M 0.1% 100

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AlTi Global's ESGV Position: Q2 2026 in Review

AlTi Global increased its Vanguard ESG US Stock ETF (ESGV) stake by 805% in Q2 2026, buying an estimated $7.27M and bringing the position to 64,129 shares worth $8.48M. The position accounts for 0.18% of the portfolio, ranked #69.

AlTi Global first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • AlTi Global held 64,129 shares of Vanguard ESG US Stock ETF worth $8.48M as of Q2 2026.
  • AlTi Global bought 57,046 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.27M.
  • Vanguard ESG US Stock ETF made up 0.18% of AlTi Global's portfolio in Q2 2026, its #69 holding.
  • AlTi Global first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.