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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
Q1 		– Sell
-1,715
Closed -$207K – 1204
2025
Q4 		$207K Buy
+1,715
New +$206K 0.01% 1107

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

CreativeOne Wealth's ESGV Position: Q1 2026 in Review

CreativeOne Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,715 shares — an estimated $207K sold.

CreativeOne Wealth first reported a position in ESGV in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • CreativeOne Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 1,715 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $207K.
  • CreativeOne Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 1 quarter.
  • CreativeOne Wealth's Vanguard ESG US Stock ETF position peaked at $207K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.