Creative Planning
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Creative Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Creative Planning’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 		$194M Buy
1,465,297
+7,469
+0.5% +$952K 0.11% 88
2026
Q1 		$164M Buy
1,457,828
+113,383
+8% +$13.5M 0.11% 84
2025
Q4 		$163M Buy
1,344,445
+112,947
+9% +$13.5M 0.12% 82
2025
Q3 		$146M Sell
1,231,498
-45,150
-4% -$5.14M 0.11% 83
2025
Q2 		$140M Buy
1,276,648
+22,736
+2% +$2.29M 0.12% 79
2025
Q1 		$123M Buy
1,253,912
+10,165
+0.8% +$1.06M 0.12% 84
2024
Q4 		$130M Buy
1,243,747
+12,873
+1% +$1.35M 0.13% 76
2024
Q3 		$125M Buy
1,230,874
+54,143
+5% +$5.31M 0.12% 79
2024
Q2 		$114M Buy
1,176,731
+21,582
+2% +$2M 0.12% 78
2024
Q1 		$108M Sell
1,155,149
-7,796
-0.7% -$693K 0.12% 77
2023
Q4 		$98.9M Buy
1,162,945
+48,822
+4% +$3.85M 0.18% 71
2023
Q3 		$83.8M Buy
1,114,123
+10,192
+0.9% +$800K 0.11% 89
2023
Q2 		$86.5M Buy
1,103,931
+43,240
+4% +$3.18M 0.12% 82
2023
Q1 		$76.1M Sell
1,060,691
-38,579
-4% -$2.69M 0.11% 88
2022
Q4 		$72.4M Buy
1,099,270
+110,521
+11% +$7.37M 0.11% 90
2022
Q3 		$62.2M Sell
988,749
-123,129
-11% -$8.64M 0.11% 85
2022
Q2 		$73.8M Buy
1,111,878
+207,490
+23% +$15M 0.12% 78
2022
Q1 		$73.3M Buy
904,388
+87,772
+11% +$7.06M 0.11% 76
2021
Q4 		$71.8M Buy
816,616
+77,594
+10% +$6.63M 0.12% 71
2021
Q3 		$59.2M Buy
739,022
+356,777
+93% +$29.4M 0.11% 78
2021
Q2 		$30.6M Sell
382,245
-214,879
-36% -$16.7M 0.05% 124
2021
Q1 		$44M Buy
597,124
+112,278
+23% +$8.13M 0.09% 91
2020
Q4 		$34M Buy
484,846
+128,388
+36% +$8.47M 0.07% 107
2020
Q3 		$22M Buy
356,458
+6,662
+2% +$405K 0.06% 130
2020
Q2 		$19.7M Buy
349,796
+57,046
+19% +$3M 0.06% 121
2020
Q1 		$13.4M Buy
292,750
+228,082
+353% +$12.3M 0.05% 138
2019
Q4 		$3.66M Buy
64,668
+13,458
+26% +$727K 0.01% 360
2019
Q3 		$2.66M Sell
51,210
-955
-2% -$49.4K 0.01% 419
2019
Q2 		$2.67M Buy
52,165
+13,304
+34% +$667K 0.01% 417
2019
Q1 		$1.91M Hold
38,861
– – 0.01% 478
2018
Q4 		$1.67M Buy
+38,861
New +$1.8M 0.01% 468

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's ESGV Position: Q2 2026 in Review

Creative Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.51% in Q2 2026, buying an estimated $952K and bringing the position to 1,465,297 shares worth $194M. The position accounts for 0.11% of the portfolio, ranked #88.

Creative Planning first reported a position in ESGV in Q4 2018 and has held it in 31 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Creative Planning held 1,465,297 shares of Vanguard ESG US Stock ETF worth $194M as of Q2 2026.
  • Creative Planning bought 7,469 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $952K.
  • Vanguard ESG US Stock ETF made up 0.11% of Creative Planning's portfolio in Q2 2026, its #88 holding.
  • Creative Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 31 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.