Creative Planning
ESGV icon

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
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

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

Creative Planning's ESGV Position: Q1 2026 in Review

Creative Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.4% in Q1 2026, buying an estimated $13.5M and bringing the position to 1,457,828 shares worth $164M. The position accounts for 0.11% of the portfolio, ranked #84.

Creative Planning first reported a position in ESGV in Q4 2018 and has held it in 30 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Creative Planning held 1,457,828 shares of Vanguard ESG US Stock ETF worth $164M as of Q1 2026.
  • Creative Planning bought 113,383 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $13.5M.
  • Vanguard ESG US Stock ETF made up 0.11% of Creative Planning's portfolio in Q1 2026, its #84 holding.
  • Creative Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 30 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.