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Bell Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bell Investment Advisors’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 		$2.59M Buy
19,609
+85
+0.4% +$10.8K 0.38% 37
2026
Q1 		$2.19M Buy
19,524
+1,550
+9% +$184K 0.34% 40
2025
Q4 		$2.17M Sell
17,974
-54
-0.3% -$6.48K 0.34% 39
2025
Q3 		$2.14M Sell
18,028
-869
-5% -$98.9K 0.35% 39
2025
Q2 		$2.07M Sell
18,897
-1,038
-5% -$105K 0.36% 38
2025
Q1 		$1.95M Sell
19,935
-706
-3% -$73.8K 0.36% 34
2024
Q4 		$2.17M Sell
20,641
-645
-3% -$67.7K 0.4% 33
2024
Q3 		$2.16M Sell
21,286
-111
-0.5% -$10.9K 0.4% 33
2024
Q2 		$2.07M Buy
21,397
+34
+0.2% +$3.15K 0.41% 33
2024
Q1 		$1.99M Sell
21,363
-1,485
-6% -$132K 0.39% 34
2023
Q4 		$1.94M Buy
22,848
+431
+2% +$34K 0.4% 32
2023
Q3 		$1.69M Sell
22,417
-950
-4% -$74.5K 0.38% 33
2023
Q2 		$1.83M Buy
23,367
+3,259
+16% +$240K 0.41% 30
2023
Q1 		$1.44M Buy
20,108
+3,895
+24% +$271K 0.34% 33
2022
Q4 		$1.07M Sell
16,213
-468
-3% -$31.2K 0.27% 40
2022
Q3 		$1.05M Buy
16,681
+1,036
+7% +$72.7K 0.33% 36
2022
Q2 		$1.04M Buy
+15,645
New +$1.13M 0.32% 38
2021
Q4 		$1.33M Buy
15,171
+2,818
+23% +$241K 0.37% 36
2021
Q3 		$989K Buy
+12,353
New +$1.02M 0.29% 39

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

Bell Investment Advisors's ESGV Position: Q2 2026 in Review

Bell Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.44% in Q2 2026, buying an estimated $10.8K and bringing the position to 19,609 shares worth $2.59M. The position accounts for 0.38% of the portfolio, ranked #37.

Bell Investment Advisors first reported a position in ESGV in Q3 2021 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bell Investment Advisors held 19,609 shares of Vanguard ESG US Stock ETF worth $2.59M as of Q2 2026.
  • Bell Investment Advisors bought 85 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard ESG US Stock ETF made up 0.38% of Bell Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Bell Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.