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

Essential 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	$386K	Sell	3,435 -78	-2%	-$9.26K	0.12%	63
2025 Q4	$425K	Sell	3,513 -110	-3%	-$13.2K	0.14%	59
2025 Q3	$429K	Sell	3,623 -17	-0.5%	-$1.94K	0.15%	56
2025 Q2	$399K	Sell	3,640 -67	-2%	-$6.75K	0.15%	58
2025 Q1	$363K	Sell	3,707 -250,283	-99%	-$26.2M	0.15%	56
2024 Q4	$26.6M	Buy	253,990 +249,951	+6,188%	+$26.2M	0.17%	49
2024 Q3	$411K	Sell	4,039 -132	-3%	-$12.9K	0.17%	52
2024 Q2	$403K	Buy	+4,171	New	+$387K	0.18%	48

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's ESGV Position: Q1 2026 in Review

Essential Planning reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q1 2026, selling an estimated $9.26K and leaving 3,435 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #63.

Essential Planning first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $26.6M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Essential Planning held 3,435 shares of Vanguard ESG US Stock ETF worth $386K as of Q1 2026.
Essential Planning sold 78 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $9.26K.
Vanguard ESG US Stock ETF made up 0.12% of Essential Planning's portfolio in Q1 2026, its #63 holding.
Essential Planning first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
Essential Planning's Vanguard ESG US Stock ETF position peaked at $26.6M in Q4 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.