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Ballentine Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ballentine Partners’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 		$4.01M Buy
30,309
+1
+0% +$128 0.05% 129
2026
Q1 		$3.4M Sell
30,308
-1
-0% -$119 0.05% 135
2025
Q4 		$3.67M Hold
30,309
– – 0.05% 123
2025
Q3 		$3.59M Hold
30,309
– – 0.05% 123
2025
Q2 		$3.32M Hold
30,309
– – 0.05% 127
2025
Q1 		$2.97M Hold
30,309
– – 0.05% 128
2024
Q4 		$3.18M Hold
30,309
– – 0.05% 120
2024
Q3 		$3.08M Sell
30,309
-9,713
-24% -$952K 0.05% 123
2024
Q2 		$3.87M Buy
40,022
+33,206
+487% +$3.08M 0.07% 100
2024
Q1 		$635K Hold
6,816
– – 0.01% 342
2023
Q4 		$580K Buy
+6,816
New +$537K 0.01% 337

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

Ballentine Partners's ESGV Position: Q2 2026 in Review

Ballentine Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 0% in Q2 2026, buying an estimated $128 and bringing the position to 30,309 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #129.

Ballentine Partners first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Ballentine Partners held 30,309 shares of Vanguard ESG US Stock ETF worth $4.01M as of Q2 2026.
  • Ballentine Partners bought 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
  • Vanguard ESG US Stock ETF made up 0.05% of Ballentine Partners's portfolio in Q2 2026, its #129 holding.
  • Ballentine Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.