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Ransom Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ransom Advisory’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 		$54.4K Buy
+450
New +$54K 0.02% 212
2025
Q1 		– Sell
-450
Closed -$47.2K – 347
2024
Q4 		$47.2K Hold
450
– – 0.02% 221
2024
Q3 		$45.7K Hold
450
– – 0.02% 228
2024
Q2 		$43.5K Hold
450
– – 0.02% 225
2024
Q1 		$41.9K Buy
+450
New +$40K 0.02% 197

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

Ransom Advisory's ESGV Position: Q4 2025 in Review

Ransom Advisory opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q4 2025: 450 shares worth $54.4K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in ESGV as recently as Q4 2024.

Ransom Advisory first reported a position in ESGV in Q1 2024 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Ransom Advisory held 450 shares of Vanguard ESG US Stock ETF worth $54.4K as of Q4 2025.
  • Vanguard ESG US Stock ETF was a new Ransom Advisory position in Q4 2025.
  • Vanguard ESG US Stock ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #212 holding.
  • Ransom Advisory first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.