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One Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

One Capital 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
2025
Q4 		– Sell
-6,330
Closed -$750K – 529
2025
Q3 		$750K Buy
6,330
+100
+2% +$11.4K 0.02% 314
2025
Q2 		$683K Buy
6,230
+856
+16% +$86.3K 0.02% 313
2025
Q1 		$526K Buy
+5,374
New +$562K 0.02% 284

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

One Capital Management's ESGV Position: Q4 2025 in Review

One Capital Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 6,330 shares — an estimated $750K sold.

One Capital Management first reported a position in ESGV in Q1 2025 and held it in 3 quarters. The position peaked at $750K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • One Capital Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • One Capital Management sold 6,330 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $750K.
  • One Capital Management first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and held it in 3 quarters.
  • One Capital Management's Vanguard ESG US Stock ETF position peaked at $750K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on One Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.