Avantax Planning Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avantax Planning Partners’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	$1.14M	Buy	8,600 +2,016	+31%	+$257K	0.03%	194
2026 Q1	$739K	Hold	6,584	–	–	0.02%	231
2025 Q4	$796K	Sell	6,584 -99	-1%	-$11.9K	0.02%	216
2025 Q3	$792K	Hold	6,683	–	–	0.02%	214
2025 Q2	$733K	Hold	6,683	–	–	0.02%	215
2025 Q1	$655K	Hold	6,683	–	–	0.02%	218
2024 Q4	$701K	Hold	6,683	–	–	0.03%	208
2024 Q3	$679K	Buy	6,683 +741	+12%	+$72.6K	0.02%	211
2024 Q2	$574K	Hold	5,942	–	–	0.02%	268
2024 Q1	$554K	Hold	5,942	–	–	0.02%	280
2023 Q4	$505K	Sell	5,942 -92	-2%	-$7.25K	0.02%	235
2023 Q3	$454K	Sell	6,034 -110	-2%	-$8.63K	0.02%	236
2023 Q2	$481K	Hold	6,144	–	–	0.02%	238
2023 Q1	$441K	Buy	6,144 +1,997	+48%	+$139K	0.02%	245
2022 Q4	$273K	Buy	4,147 +604	+17%	+$40.3K	0.01%	310
2022 Q3	$223K	Buy	+3,543	New	+$249K	0.01%	313

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Avantax Planning Partners's ESGV Position: Q2 2026 in Review

Avantax Planning Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 31% in Q2 2026, buying an estimated $257K and bringing the position to 8,600 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #194.

Avantax Planning Partners first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Avantax Planning Partners held 8,600 shares of Vanguard ESG US Stock ETF worth $1.14M as of Q2 2026.
Avantax Planning Partners bought 2,016 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $257K.
Vanguard ESG US Stock ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #194 holding.
Avantax Planning Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.