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Bell Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bell 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 		$1.48M Sell
11,171
-70
-0.6% -$8.93K 0.06% 91
2026
Q1 		$1.26M Buy
11,241
+5,994
+114% +$712K 0.05% 86
2025
Q4 		$635K Sell
5,247
-158
-3% -$19K 0.03% 119
2025
Q3 		$640K Sell
5,405
-8,259
-60% -$940K 0.03% 125
2025
Q2 		$1.5M Sell
13,664
-307
-2% -$30.9K 0.07% 84
2025
Q1 		$1.37M Sell
13,971
-1,165
-8% -$122K 0.07% 83
2024
Q4 		$1.59M Buy
15,136
+1,698
+13% +$178K 0.12% 77
2024
Q3 		$1.37M Sell
13,438
-381
-3% -$37.3K 0.16% 79
2024
Q2 		$1.34M Sell
13,819
-5,646
-29% -$523K 0.11% 73
2024
Q1 		$1.81M Sell
19,465
-644
-3% -$57.3K 0.16% 64
2023
Q4 		$1.71M Hold
20,109
– – 0.16% 67
2023
Q3 		$1.51M Sell
20,109
-778
-4% -$61K 0.17% 73
2023
Q2 		$1.64M Hold
20,887
– – 0.17% 72
2023
Q1 		$1.5M Hold
20,887
– – 0.16% 78
2022
Q4 		$1.38M Sell
20,887
-724
-3% -$48.3K 0.16% 82
2022
Q3 		$1.36M Sell
21,611
-502
-2% -$35.2K 0.17% 74
2022
Q2 		$1.47M Buy
22,113
+899
+4% +$64.9K 0.18% 84
2022
Q1 		$1.72M Sell
21,214
-686
-3% -$55.2K 0.19% 75
2021
Q4 		$1.93M Buy
21,900
+3,971
+22% +$339K 0.22% 64
2021
Q3 		$1.44M Buy
17,929
+1,950
+12% +$161K 0.18% 76
2021
Q2 		$1.28M Sell
15,979
-766
-5% -$59.4K 0.17% 81
2021
Q1 		$1.24M Buy
16,745
+197
+1% +$14.3K 0.18% 75
2020
Q4 		$1.16M Sell
16,548
-1,330
-7% -$87.8K 0.18% 79
2020
Q3 		$1.1M Buy
17,878
+1,140
+7% +$69.3K 0.19% 72
2020
Q2 		$944K Hold
16,738
– – 0.18% 74
2020
Q1 		$766K Sell
16,738
-237
-1% -$12.8K 0.17% 74
2019
Q4 		$960K Hold
16,975
– – 0.17% 70
2019
Q3 		$881K Buy
+16,975
New +$878K 0.17% 67

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

Bell Bank's ESGV Position: Q2 2026 in Review

Bell Bank reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.62% in Q2 2026, selling an estimated $8.93K and leaving 11,171 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #91.

Bell Bank first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q4 2021. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bell Bank held 11,171 shares of Vanguard ESG US Stock ETF worth $1.48M as of Q2 2026.
  • Bell Bank sold 70 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $8.93K.
  • Vanguard ESG US Stock ETF made up 0.06% of Bell Bank's portfolio in Q2 2026, its #91 holding.
  • Bell Bank first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • Bell Bank's Vanguard ESG US Stock ETF position peaked at $1.93M in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.