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Oregon Health & Science University’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oregon Health & Science University’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
2021
Q3 		– Sell
-2,837,938
Closed -$227M – 1
2021
Q2 		$227M Buy
2,837,938
+6,440
+0.2% +$500K 100% 1
2021
Q1 		$209M Buy
2,831,498
+629,378
+29% +$45.6M 100% 1
2020
Q4 		$155M Buy
+2,202,120
New +$145M 100% 1

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oregon Health & Science University's ESGV Position: Q3 2021 in Review

Oregon Health & Science University sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2021, closing a stake of 2,837,938 shares — an estimated $227M sold.

Oregon Health & Science University first reported a position in ESGV in Q4 2020 and held it in 3 quarters. The position peaked at $227M in Q2 2021. 299 funds tracked by Wall St. Rank hold ESGV as of Q3 2021.

  • Oregon Health & Science University reported no remaining Vanguard ESG US Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Oregon Health & Science University sold 2,837,938 Vanguard ESG US Stock ETF shares in Q3 2021, an estimated $227M.
  • Oregon Health & Science University first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 3 quarters.
  • Oregon Health & Science University's Vanguard ESG US Stock ETF position peaked at $227M in Q2 2021.
  • 299 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2021.

Based on Oregon Health & Science University's 13F filing for Q3 2021.