CW
ESGV icon

CreativeOne Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CreativeOne Wealth’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 		$284K Buy
+2,149
New +$274K 0.01% 1016
2026
Q1 		– Sell
-1,715
Closed -$207K – 1204
2025
Q4 		$207K Buy
+1,715
New +$206K 0.01% 1107

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

CreativeOne Wealth's ESGV Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 2,149 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in ESGV as recently as Q4 2025.

CreativeOne Wealth first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • CreativeOne Wealth held 2,149 shares of Vanguard ESG US Stock ETF worth $284K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new CreativeOne Wealth position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1016 holding.
  • CreativeOne Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.