Fisher Asset Management
ESGV icon

Fisher Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fisher Asset 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
2024
Q4 		– Sell
-2,801
Closed -$285K – 984
2024
Q3 		$285K Buy
+2,801
New +$275K ﹤0.01% 843

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management's ESGV Position: Q4 2024 in Review

Fisher Asset Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 2,801 shares — an estimated $285K sold.

Fisher Asset Management first reported a position in ESGV in Q3 2024 and held it in 1 quarter. The position peaked at $285K in Q3 2024. 592 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Fisher Asset Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Fisher Asset Management sold 2,801 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $285K.
  • Fisher Asset Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 1 quarter.
  • Fisher Asset Management's Vanguard ESG US Stock ETF position peaked at $285K in Q3 2024.
  • 592 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.