Buckingham Capital Management (Ohio)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Buckingham Capital Management (Ohio)’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
2024 Q4	$274K	Hold	2,617	–	–	0.03%	118
2024 Q3	$266K	Sell	2,617 -2	-0.1%	-$196	0.03%	126
2024 Q2	$253K	Sell	2,619 -129	-5%	-$12K	0.03%	124
2024 Q1	$256K	Buy	2,748 +205	+8%	+$18.2K	0.03%	118
2023 Q4	$216K	Buy	+2,543	New	+$200K	0.03%	112
2023 Q3	–	Sell	-2,555	Closed	-$200K	–	114
2023 Q2	$200K	Buy	+2,555	New	+$188K	0.03%	110
2021 Q1	–	Sell	-3,063	Closed	-$215K	–	121
2020 Q4	$215K	Buy	+3,063	New	+$202K	0.04%	112

Other funds holding ESGV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s ESGV Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2024 at 2,617 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #118.

Buckingham Capital Management (Ohio) first reported a position in ESGV in Q4 2020 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

Buckingham Capital Management (Ohio) held 2,617 shares of Vanguard ESG US Stock ETF worth $274K as of Q4 2024.
Buckingham Capital Management (Ohio) left its Vanguard ESG US Stock ETF share count unchanged in Q4 2024.
Vanguard ESG US Stock ETF made up 0.03% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #118 holding.
Buckingham Capital Management (Ohio) first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 7 quarters since.
591 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.