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Oppenheimer Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oppenheimer Asset 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
2026
Q2 		$317K Buy
2,394
+290
+14% +$37K ﹤0.01% 982
2026
Q1 		$236K Buy
2,104
+46
+2% +$5.46K ﹤0.01% 1020
2025
Q4 		$249K Hold
2,058
– – ﹤0.01% 955
2025
Q3 		$244K Buy
2,058
+1
+0% +$114 ﹤0.01% 1049
2025
Q2 		$226K Buy
+2,057
New +$207K ﹤0.01% 1055

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Oppenheimer Asset Management's ESGV Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q2 2026, buying an estimated $37K and bringing the position to 2,394 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Oppenheimer Asset Management first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Oppenheimer Asset Management held 2,394 shares of Vanguard ESG US Stock ETF worth $317K as of Q2 2026.
  • Oppenheimer Asset Management bought 290 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $37K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #982 holding.
  • Oppenheimer Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.