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Abacus Planning Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Abacus Planning Group’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 		$888K Hold
6,711
– – 0.11% 100
2026
Q1 		$753K Buy
6,711
+602
+10% +$71.5K 0.1% 103
2025
Q4 		$739K Buy
6,109
+1
+0% +$120 0.1% 102
2025
Q3 		$723K Buy
6,108
+60
+1% +$6.83K 0.1% 99
2025
Q2 		$663K Hold
6,048
– – 0.1% 102
2025
Q1 		$592K Hold
6,048
– – 0.1% 102
2024
Q4 		$634K Hold
6,048
– – 0.11% 95
2024
Q3 		$615K Buy
6,048
+886
+17% +$86.8K 0.11% 97
2024
Q2 		$499K Buy
5,162
+1,027
+25% +$95.2K 0.1% 104
2024
Q1 		$385K Hold
4,135
– – 0.08% 126
2023
Q4 		$352K Hold
4,135
– – 0.07% 132
2023
Q3 		$311K Buy
4,135
+629
+18% +$49.4K 0.08% 135
2023
Q2 		$275K Hold
3,506
– – 0.07% 149
2023
Q1 		$251K Hold
3,506
– – 0.06% 154
2022
Q4 		$231K Buy
+3,506
New +$234K 0.06% 155

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

Abacus Planning Group's ESGV Position: Q2 2026 in Review

Abacus Planning Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 6,711 shares worth $888K. The position accounts for 0.11% of the portfolio, ranked #100.

Abacus Planning Group first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Abacus Planning Group held 6,711 shares of Vanguard ESG US Stock ETF worth $888K as of Q2 2026.
  • Abacus Planning Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.11% of Abacus Planning Group's portfolio in Q2 2026, its #100 holding.
  • Abacus Planning Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.