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DOHJ LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-10,578
Closed -$993K – 40
2025
Q2 		$993K Sell
10,578
-143,434
-93% -$14.5M 0.29% 74
2025
Q1 		$15.1M Buy
154,012
+11,003
+8% +$1.15M 3.45% 7
2024
Q4 		$15M Buy
143,009
+4,564
+3% +$479K 3.47% 7
2024
Q3 		$13.9M Buy
138,445
+2,992
+2% +$293K 3.24% 8
2024
Q2 		$13.1M Buy
135,453
+6,350
+5% +$589K 3.27% 7
2024
Q1 		$12M Buy
129,103
+7,302
+6% +$649K 3.19% 7
2023
Q4 		$10.4M Buy
+121,801
New +$9.6M 3.06% 7

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

DOHJ LLC's ESGV Position: Q3 2025 in Review

DOHJ LLC sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 10,578 shares — an estimated $993K sold.

DOHJ LLC first reported a position in ESGV in Q4 2023 and held it in 7 quarters. The position peaked at $15.1M in Q1 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

  • DOHJ LLC reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 10,578 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $993K.
  • DOHJ LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 7 quarters.
  • DOHJ LLC's Vanguard ESG US Stock ETF position peaked at $15.1M in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.