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

Charter Oak 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
Q1 		$5.9M Sell
52,582
-395
-0.7% -$46.9K 0.46% 21
2025
Q4 		$6.41M Sell
52,977
-2,280
-4% -$274K 0.49% 20
2025
Q3 		$6.54M Buy
55,257
+864
+2% +$98.4K 0.51% 19
2025
Q2 		$5.96M Buy
54,393
+912
+2% +$91.9K 0.5% 19
2025
Q1 		$5.24M Sell
53,481
-1,376
-3% -$144K 0.48% 21
2024
Q4 		$5.75M Sell
54,857
-208
-0.4% -$21.8K 0.54% 19
2024
Q3 		$5.6M Sell
55,065
-555
-1% -$54.4K 0.52% 20
2024
Q2 		$5.37M Buy
55,620
+1,829
+3% +$170K 0.56% 20
2024
Q1 		$5.01M Sell
53,791
-341
-0.6% -$30.3K 0.54% 20
2023
Q4 		$4.6M Buy
54,132
+629
+1% +$49.6K 0.55% 22
2023
Q3 		$4.02M Sell
53,503
-1,212
-2% -$95.1K 0.53% 22
2023
Q2 		$4.29M Sell
54,715
-1,341
-2% -$98.7K 0.56% 25
2023
Q1 		$4.02M Sell
56,056
-1,130
-2% -$78.7K 0.56% 26
2022
Q4 		$3.77M Sell
57,186
-1,790
-3% -$119K 0.56% 28
2022
Q3 		$3.71M Buy
58,976
+1,558
+3% +$109K 0.59% 26
2022
Q2 		$3.81M Buy
57,418
+7,883
+16% +$569K 0.52% 31
2022
Q1 		$4.02M Buy
49,535
+3,949
+9% +$317K 0.49% 32
2021
Q4 		$4.01M Buy
45,586
+5,045
+12% +$431K 0.47% 33
2021
Q3 		$3.25M Sell
40,541
-1,055
-3% -$86.9K 0.41% 35
2021
Q2 		$3.33M Buy
41,596
+3,738
+10% +$290K 0.43% 33
2021
Q1 		$2.79M Buy
37,858
+6,050
+19% +$438K 0.39% 35
2020
Q4 		$2.23M Buy
+31,808
New +$2.1M 0.34% 38

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 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

Charter Oak Capital Management's ESGV Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.75% in Q1 2026, selling an estimated $46.9K and leaving 52,582 shares worth $5.9M. The position accounts for 0.46% of the portfolio, ranked #21.

Charter Oak Capital Management first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.54M in Q3 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Charter Oak Capital Management held 52,582 shares of Vanguard ESG US Stock ETF worth $5.9M as of Q1 2026.
  • Charter Oak Capital Management sold 395 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $46.9K.
  • Vanguard ESG US Stock ETF made up 0.46% of Charter Oak Capital Management's portfolio in Q1 2026, its #21 holding.
  • Charter Oak Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard ESG US Stock ETF position peaked at $6.54M in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.