Bell Bank
ESGV icon

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
Q3 		$3.91M Buy
28,861
+17,690
+158% +$2.38M 0.15% 67
2026
Q2 		$1.48M Sell
11,171
-70
-0.6% -$8.92K 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 		$1.92M 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

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Bell Bank's ESGV Position: Q3 2026 in Review

Bell Bank increased its Vanguard ESG US Stock ETF (ESGV) stake by 158% in Q3 2026, buying an estimated $2.38M and bringing the position to 28,861 shares worth $3.91M. The position accounts for 0.15% of the portfolio, ranked #67.

Bell Bank first reported a position in ESGV in Q3 2019 and has held it in 29 quarters since. 291 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Bell Bank held 28,861 shares of Vanguard ESG US Stock ETF worth $3.91M as of Q3 2026.
  • Bell Bank bought 17,690 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $2.38M.
  • Vanguard ESG US Stock ETF made up 0.15% of Bell Bank's portfolio in Q3 2026, its #67 holding.
  • Bell Bank first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 29 quarters since.
  • 291 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.