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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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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. 132 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.
  • 132 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.