CFD
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Creative Financial Designs’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Creative Financial Designs’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
Q1 		$14K Hold
125
– – ﹤0.01% 1306
2025
Q4 		$15.1K Hold
125
– – ﹤0.01% 1229
2025
Q3 		$14.8K Hold
125
– – ﹤0.01% 1240
2025
Q2 		$13.7K Hold
125
– – ﹤0.01% 1254
2025
Q1 		$12.2K Hold
125
– – ﹤0.01% 1236
2024
Q4 		$13.1K Sell
125
-78
-38% -$8.18K ﹤0.01% 1154
2024
Q3 		$20.6K Buy
203
+38
+23% +$3.72K ﹤0.01% 1020
2024
Q2 		$15.9K Hold
165
– – ﹤0.01% 1046
2024
Q1 		$15.4K Hold
165
– – ﹤0.01% 1035
2023
Q4 		$14K Hold
165
– – ﹤0.01% 996
2023
Q3 		$12.4K Buy
165
+65
+65% +$5.1K ﹤0.01% 965
2023
Q2 		$7.83K Sell
100
-607
-86% -$44.7K ﹤0.01% 1084
2023
Q1 		$50.7K Hold
707
– – 0.01% 595
2022
Q4 		$46.6K Hold
707
– – 0.01% 585
2022
Q3 		$44K Hold
707
– – 0.01% 578
2022
Q2 		$47K Hold
707
– – 0.01% 561
2022
Q1 		$57K Hold
707
– – 0.01% 539
2021
Q4 		$62K Buy
707
+207
+41% +$17.7K 0.01% 528
2021
Q3 		$40K Hold
500
– – 0.01% 662
2021
Q2 		$40K Buy
+500
New +$38.8K 0.01% 663
2019
Q4 		– Sell
-50
Closed -$2.7K – 559
2019
Q3 		$3K Hold
50
– – ﹤0.01% 517
2019
Q2 		$3K Hold
50
– – ﹤0.01% 488
2019
Q1 		$2K Hold
50
– – ﹤0.01% 498
2018
Q4 		$2K Hold
50
– – ﹤0.01% 510
2018
Q3 		$3K Buy
+50
New +$2.51K ﹤0.01% 600

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's ESGV Position: Q1 2026 in Review

Creative Financial Designs held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 125 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Creative Financial Designs first reported a position in ESGV in Q3 2018 and has held it in 25 quarters since. The position peaked at $62K in Q4 2021. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Creative Financial Designs held 125 shares of Vanguard ESG US Stock ETF worth $14K as of Q1 2026.
  • Creative Financial Designs left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1306 holding.
  • Creative Financial Designs first reported a position in Vanguard ESG US Stock ETF in Q3 2018 and has held it in 25 quarters since.
  • Creative Financial Designs's Vanguard ESG US Stock ETF position peaked at $62K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.