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OmniStar Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

OmniStar Financial Group’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
-2,403
Closed -$285K – 104
2025
Q3 		$285K Sell
2,403
-450
-16% -$51.2K 0.17% 103
2025
Q2 		$313K Sell
2,853
-665
-19% -$67K 0.23% 98
2025
Q1 		$348K Buy
3,518
+17
+0.5% +$1.78K 0.27% 96
2024
Q4 		$369K Buy
3,501
+143
+4% +$15K 0.3% 106
2024
Q3 		$344K Buy
3,358
+191
+6% +$18.7K 0.26% 112
2024
Q2 		$306K Sell
3,167
-1,078
-25% -$99.9K 0.28% 103
2024
Q1 		$396K Buy
+4,245
New +$377K 0.36% 94

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OmniStar Financial Group's ESGV Position: Q4 2025 in Review

OmniStar Financial Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 2,403 shares — an estimated $285K sold.

OmniStar Financial Group first reported a position in ESGV in Q1 2024 and held it in 7 quarters. The position peaked at $396K in Q1 2024. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • OmniStar Financial Group reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • OmniStar Financial Group sold 2,403 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $285K.
  • OmniStar Financial Group first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 7 quarters.
  • OmniStar Financial Group's Vanguard ESG US Stock ETF position peaked at $396K in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on OmniStar Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.