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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oppenheimer Asset Management's ESGV Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q1 2026, buying an estimated $5.46K and bringing the position to 2,104 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Oppenheimer Asset Management first reported a position in ESGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Oppenheimer Asset Management held 2,104 shares of Vanguard ESG US Stock ETF worth $236K as of Q1 2026.
  • Oppenheimer Asset Management bought 46 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $5.46K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #1020 holding.
  • Oppenheimer Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Oppenheimer Asset Management's Vanguard ESG US Stock ETF position peaked at $249K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.