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AMG National Trust Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AMG National Trust 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 		$11M Sell
83,470
-3,796
-4% -$484K 0.23% 64
2026
Q1 		$9.8M Buy
87,266
+5,180
+6% +$615K 0.21% 74
2025
Q4 		$9.93M Sell
82,086
-4,181
-5% -$502K 0.23% 66
2025
Q3 		$10.2M Buy
86,267
+4,143
+5% +$472K 0.25% 62
2025
Q2 		$9M Sell
82,124
-16
-0% -$1.61K 0.24% 64
2025
Q1 		$8.05M Sell
82,140
-2,096
-2% -$219K 0.22% 71
2024
Q4 		$8.87M Buy
84,236
+2,333
+3% +$245K 0.24% 62
2024
Q3 		$8.33M Sell
81,903
-3,535
-4% -$346K 0.22% 69
2024
Q2 		$8.26M Buy
85,438
+13,494
+19% +$1.25M 0.22% 74
2024
Q1 		$6.7M Buy
71,944
+258
+0.4% +$22.9K 0.2% 76
2023
Q4 		$6.1M Buy
71,686
+404
+0.6% +$31.8K 0.19% 77
2023
Q3 		$5.36M Sell
71,282
-1,495
-2% -$117K 0.19% 79
2023
Q2 		$5.7M Sell
72,777
-9,082
-11% -$669K 0.19% 72
2023
Q1 		$5.87M Buy
81,859
+3,137
+4% +$219K 0.2% 71
2022
Q4 		$5.18M Sell
78,722
-19,207
-20% -$1.28M 0.19% 83
2022
Q3 		$6.16M Sell
97,929
-11,072
-10% -$777K 0.23% 73
2022
Q2 		$7.25M Buy
109,001
+1,483
+1% +$107K 0.27% 56
2022
Q1 		$8.72M Buy
107,518
+6,048
+6% +$486K 0.28% 52
2021
Q4 		$8.92M Buy
101,470
+16,531
+19% +$1.41M 0.27% 56
2021
Q3 		$6.8M Buy
84,939
+3,521
+4% +$290K 0.22% 65
2021
Q2 		$6.51M Buy
81,418
+23,896
+42% +$1.85M 0.21% 68
2021
Q1 		$4.24M Buy
57,522
+9,318
+19% +$675K 0.14% 92
2020
Q4 		$3.38M Buy
48,204
+11,256
+30% +$743K 0.12% 112
2020
Q3 		$2.28M Buy
36,948
+3,401
+10% +$207K 0.09% 138
2020
Q2 		$1.89M Buy
33,547
+14,892
+80% +$783K 0.08% 151
2020
Q1 		$855K Buy
18,655
+13,263
+246% +$715K 0.06% 126
2019
Q4 		$305K Buy
+5,392
New +$291K 0.02% 221

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

AMG National Trust Bank's ESGV Position: Q2 2026 in Review

AMG National Trust Bank reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.3% in Q2 2026, selling an estimated $484K and leaving 83,470 shares worth $11M. The position accounts for 0.23% of the portfolio, ranked #64.

AMG National Trust Bank first reported a position in ESGV in Q4 2019 and has held it in 27 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • AMG National Trust Bank held 83,470 shares of Vanguard ESG US Stock ETF worth $11M as of Q2 2026.
  • AMG National Trust Bank sold 3,796 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $484K.
  • Vanguard ESG US Stock ETF made up 0.23% of AMG National Trust Bank's portfolio in Q2 2026, its #64 holding.
  • AMG National Trust Bank first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.