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Vanguard Esg U.s. Stock Etf etf shares owned by Ballentine Partners

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Ballentine Partners from 13F filings

Historical chart of Ballentine Partners investment in Vanguard Esg U.s. Stock Etf etf

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All positions including Vanguard Esg U.s. Stock Etf etf held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 30k 118.44
2025-06-30 $3.3M 30k 109.64
2025-03-31 $3.0M 30k 97.95
2024-12-31 $3.2M 30k 104.89
2024-09-30 $3.1M 30k 101.65
2024-06-30 $3.9M 40k 96.62
2024-03-31 $635k 6.8k 93.19
2023-12-31 $580k 6.8k 85.06

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Ballentine Partners

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
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Creative Planning
Visa Foundation
Verde Capital Management
Raymond James Financial
Betterment
IMPACTfolio
Stanich Group
Royal Bank of Canada
Baird Financial
SCS Capital Management
Platt Investment Counsel
Leo Wealth

View all funds holding Vanguard Esg U.s. Stock Etf etf