John Overdeck’s Vanguard ESG US Stock ETF ESGV Stock Holding History

John Overdeck’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 Q4	–	Sell	-166,797	Closed	-$19.8M	–	4159
2025 Q3	$19.8M	Sell	166,797 -21,700	-12%	-$2.47M	0.03%	639
2025 Q2	$20.7M	Buy	+188,497	New	+$19M	0.04%	544
2025 Q1	–	Sell	-192,797	Closed	-$20.2M	–	3281
2024 Q4	$20.2M	Buy	192,797 +99,497	+107%	+$10.4M	0.04%	471
2024 Q3	$9.48M	Buy	+93,300	New	+$9.14M	0.02%	784

Other funds holding ESGV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

John Overdeck's ESGV Position: Q4 2025 in Review

John Overdeck sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 166,797 shares — an estimated $19.8M sold.

John Overdeck first reported a position in ESGV in Q3 2024 and held it in 4 quarters. The position peaked at $20.7M in Q2 2025. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

John Overdeck reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 166,797 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $19.8M.
John Overdeck first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 4 quarters.
John Overdeck's Vanguard ESG US Stock ETF position peaked at $20.7M in Q2 2025.
690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.