Ken Fisher’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ken Fisher’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

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 $155M AUM 20.68% 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

Ken Fisher's ESGV Position: Q4 2024 in Review

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

Ken Fisher first reported a position in ESGV in Q3 2024 and held it in 1 quarter. The position peaked at $285K in Q3 2024. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

Ken Fisher reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
Ken Fisher sold 2,801 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $285K.
Ken Fisher first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 1 quarter.
Ken Fisher's Vanguard ESG US Stock ETF position peaked at $285K in Q3 2024.
591 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.