UBS Group
ESGV icon

UBS Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

UBS Group’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 		$30.5M Sell
230,304
-26,793
-10% -$3.42M ﹤0.01% 2251
2026
Q1 		$28.9M Sell
257,097
-8,414
-3% -$999K ﹤0.01% 2202
2025
Q4 		$32.1M Buy
265,511
+4,679
+2% +$561K 0.01% 2101
2025
Q3 		$30.9M Sell
260,832
-3,793
-1% -$432K ﹤0.01% 2104
2025
Q2 		$29M Sell
264,625
-13,648
-5% -$1.38M 0.01% 2005
2025
Q1 		$27.3M Sell
278,273
-7,178
-3% -$751K 0.01% 2048
2024
Q4 		$29.9M Buy
285,451
+3,989
+1% +$419K 0.01% 1918
2024
Q3 		$28.6M Sell
281,462
-5,734
-2% -$562K 0.01% 1557
2024
Q2 		$27.7M Sell
287,196
-8,441
-3% -$782K 0.01% 1424
2024
Q1 		$27.6M Sell
295,637
-9,973
-3% -$887K 0.01% 1446
2023
Q4 		$26M Buy
305,610
+6,267
+2% +$494K 0.01% 1410
2023
Q3 		$22.5M Sell
299,343
-5,828
-2% -$457K 0.01% 1396
2023
Q2 		$23.9M Sell
305,171
-27,808
-8% -$2.05M 0.01% 1309
2023
Q1 		$23.9M Buy
332,979
+3,157
+1% +$220K 0.01% 1258
2022
Q4 		$21.7M Sell
329,822
-32,575
-9% -$2.17M 0.01% 1346
2022
Q3 		$22.8M Buy
362,397
+3,909
+1% +$274K 0.01% 1183
2022
Q2 		$23.8M Sell
358,488
-18,958
-5% -$1.37M 0.01% 1196
2022
Q1 		$30.6M Buy
377,446
+3,025
+0.8% +$243K 0.01% 1138
2021
Q4 		$32.9M Buy
374,421
+1,627
+0.4% +$139K 0.01% 1227
2021
Q3 		$29.8M Sell
372,794
-29,943
-7% -$2.47M 0.01% 1188
2021
Q2 		$32.2M Buy
402,737
+11,755
+3% +$912K 0.01% 1117
2021
Q1 		$28.8M Buy
390,982
+26,711
+7% +$1.93M 0.01% 1186
2020
Q4 		$25.6M Buy
364,271
+52,977
+17% +$3.5M 0.01% 1181
2020
Q3 		$19.2M Buy
311,294
+47,479
+18% +$2.89M 0.01% 1190
2020
Q2 		$14.9M Sell
263,815
-10,337
-4% -$543K 0.01% 1249
2020
Q1 		$12.6M Buy
274,152
+132,434
+93% +$7.14M 0.01% 1252
2019
Q4 		$8.02M Buy
141,718
+78,216
+123% +$4.22M ﹤0.01% 2150
2019
Q3 		$3.3M Buy
63,502
+52,555
+480% +$2.72M ﹤0.01% 2791
2019
Q2 		$560K Buy
10,947
+1,922
+21% +$96.4K ﹤0.01% 4209
2019
Q1 		$443K Buy
+9,025
New +$425K ﹤0.01% 4141

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

UBS Group's ESGV Position: Q2 2026 in Review

UBS Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q2 2026, selling an estimated $3.42M and leaving 230,304 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

UBS Group first reported a position in ESGV in Q1 2019 and has held it in 30 quarters since. The position peaked at $32.9M in Q4 2021. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • UBS Group held 230,304 shares of Vanguard ESG US Stock ETF worth $30.5M as of Q2 2026.
  • UBS Group sold 26,793 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.42M.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2251 holding.
  • UBS Group first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 30 quarters since.
  • UBS Group's Vanguard ESG US Stock ETF position peaked at $32.9M in Q4 2021.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.