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

UMB 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 		$2.06M Hold
15,562
– – 0.03% 262
2026
Q1 		$1.75M Hold
15,562
– – 0.02% 287
2025
Q4 		$1.88M Hold
15,562
– – 0.03% 276
2025
Q3 		$1.84M Hold
15,562
– – 0.03% 254
2025
Q2 		$1.71M Hold
15,562
– – 0.03% 256
2025
Q1 		$1.52M Hold
15,562
– – 0.03% 265
2024
Q4 		$1.63M Sell
15,562
-3,621
-19% -$380K 0.03% 259
2024
Q3 		$1.95M Hold
19,183
– – 0.03% 244
2024
Q2 		$1.85M Hold
19,183
– – 0.03% 243
2024
Q1 		$1.79M Hold
19,183
– – 0.03% 257
2023
Q4 		$1.63M Hold
19,183
– – 0.02% 273
2023
Q3 		$1.44M Hold
19,183
– – 0.02% 282
2023
Q2 		$1.5M Buy
+19,183
New +$1.41M 0.02% 287

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

UMB Bank's ESGV Position: Q2 2026 in Review

UMB Bank held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 15,562 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #262.

UMB Bank first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • UMB Bank held 15,562 shares of Vanguard ESG US Stock ETF worth $2.06M as of Q2 2026.
  • UMB Bank left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of UMB Bank's portfolio in Q2 2026, its #262 holding.
  • UMB Bank first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.