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MAI Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MAI Capital Management’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 		$10.1M Buy
76,485
+67,115
+716% +$8.56M 0.04% 336
2026
Q1 		$1.05M Buy
9,370
+537
+6% +$63.8K 0.01% 753
2025
Q4 		$1.07M Buy
8,833
+1,551
+21% +$186K 0.01% 717
2025
Q3 		$863K Sell
7,282
-70
-1% -$7.97K 0.01% 752
2025
Q2 		$806K Sell
7,352
-90
-1% -$9.07K 0.01% 712
2025
Q1 		$729K Sell
7,442
-681
-8% -$71.2K 0.01% 706
2024
Q4 		$852K Buy
8,123
+4,244
+109% +$445K 0.01% 686
2024
Q3 		$394K Hold
3,879
– – ﹤0.01% 802
2024
Q2 		$375K Hold
3,879
– – ﹤0.01% 915
2024
Q1 		$361K Sell
3,879
-76
-2% -$6.76K ﹤0.01% 921
2023
Q4 		$336K Hold
3,955
– – ﹤0.01% 835
2023
Q3 		$297K Sell
3,955
-3,445
-47% -$270K ﹤0.01% 824
2023
Q2 		$580K Buy
7,400
+1
+0% +$74 0.01% 574
2023
Q1 		$531K Sell
7,399
-1,152
-13% -$80.3K 0.01% 623
2022
Q4 		$563K Sell
8,551
-400
-4% -$26.7K 0.01% 583
2022
Q3 		$563K Buy
+8,951
New +$628K 0.01% 520
2022
Q2 		– Sell
-3,000
Closed -$243K – 925
2022
Q1 		$243K Buy
+3,000
New +$241K ﹤0.01% 754

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

MAI Capital Management's ESGV Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 716% in Q2 2026, buying an estimated $8.56M and bringing the position to 76,485 shares worth $10.1M. The position accounts for 0.04% of the portfolio, ranked #336.

MAI Capital Management first reported a position in ESGV in Q1 2022 and has held it in 17 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • MAI Capital Management held 76,485 shares of Vanguard ESG US Stock ETF worth $10.1M as of Q2 2026.
  • MAI Capital Management bought 67,115 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $8.56M.
  • Vanguard ESG US Stock ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #336 holding.
  • MAI Capital Management first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 17 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.