ESGV β€” Vanguard ESG US Stock ETF

Ownership history in One Capital Management, LLC  Β·  3 quarters on record

AI Ownership Summary

One Capital Management, LLC reported Vanguard ESG US Stock ETF (ESGV) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows ESGV at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Capital Management, LLC's position in Vanguard ESG US Stock ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ESGV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How One Capital Management, LLC held ESGV β€” position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,330 +100 +1.6% 0.02% $750K 2025-11-14 $118.25
2025 Q2 ADDED 6,230 +856 +15.9% 0.02% $683K 2025-08-11 $111.83
2025 Q1 INITIATED 5,374 β€” β€” 0.02% $526K 2025-05-14 $103.06

FAQ About One Capital Management, LLC and ESGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Capital Management, LLC reported owning ESGV?

One Capital Management, LLC reported ESGV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ESGV position in One Capital Management, LLC's portfolio?

The largest reported portfolio weight for ESGV was 0.02% in 2025 Q3.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q3, when One Capital Management, LLC reported 6,330 shares, equal to 0.02% of portfolio, with an estimated market value of $750K.

What does the chart on this ESGV ownership page compare?

The chart compares One Capital Management, LLC's quarterly ESGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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