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ESGV icon

Bailard’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bailard’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 		$13.6M Buy
102,967
+88,809
+627% +$11.3M 0.28% 79
2026
Q1 		$1.59M Buy
14,158
+1,522
+12% +$181K 0.04% 257
2025
Q4 		$1.53M Buy
12,636
+274
+2% +$32.9K 0.03% 264
2025
Q3 		$1.46M Buy
12,362
+21
+0.2% +$2.39K 0.03% 279
2025
Q2 		$1.35M Buy
12,341
+1,245
+11% +$126K 0.03% 285
2025
Q1 		$1.09M Buy
11,096
+1,481
+15% +$155K 0.03% 293
2024
Q4 		$1.01M Buy
9,615
+156
+2% +$16.4K 0.03% 297
2024
Q3 		$962K Buy
9,459
+821
+10% +$80.5K 0.03% 311
2024
Q2 		$835K Buy
8,638
+3,523
+69% +$327K 0.02% 329
2024
Q1 		$477K Buy
5,115
+1,146
+29% +$102K 0.01% 470
2023
Q4 		$338K Buy
+3,969
New +$313K 0.01% 532

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

Bailard's ESGV Position: Q2 2026 in Review

Bailard increased its Vanguard ESG US Stock ETF (ESGV) stake by 627% in Q2 2026, buying an estimated $11.3M and bringing the position to 102,967 shares worth $13.6M. The position accounts for 0.28% of the portfolio, ranked #79.

Bailard first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bailard held 102,967 shares of Vanguard ESG US Stock ETF worth $13.6M as of Q2 2026.
  • Bailard bought 88,809 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $11.3M.
  • Vanguard ESG US Stock ETF made up 0.28% of Bailard's portfolio in Q2 2026, its #79 holding.
  • Bailard first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.