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Oarsman Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-70
Closed -$7.34K – 437
2024
Q4 		$7.34K Hold
70
– – ﹤0.01% 726
2024
Q3 		$7.12K Buy
+70
New +$6.86K ﹤0.01% 750

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
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oarsman Capital's ESGV Position: Q1 2025 in Review

Oarsman Capital sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 70 shares — an estimated $7.34K sold.

Oarsman Capital first reported a position in ESGV in Q3 2024 and held it in 2 quarters. The position peaked at $7.34K in Q4 2024. 585 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Oarsman Capital reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 70 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $7.34K.
  • Oarsman Capital first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Vanguard ESG US Stock ETF position peaked at $7.34K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.