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 Q3	$525K	Buy	3,874 +405	+12%	+$54.5K	0.14%	51
2026 Q2	$459K	Buy	3,469 +34	+1%	+$4.34K	0.13%	57
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

Essential Planning's ESGV Position: Q3 2026 in Review

Essential Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 12% in Q3 2026, buying an estimated $54.5K and bringing the position to 3,874 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #51.

Essential Planning first reported a position in ESGV in Q2 2024 and has held it in 10 quarters since. The position peaked at $26.6M in Q4 2024. 477 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Essential Planning held 3,874 shares of Vanguard ESG US Stock ETF worth $525K as of Q3 2026.
Essential Planning bought 405 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $54.5K.
Vanguard ESG US Stock ETF made up 0.14% of Essential Planning's portfolio in Q3 2026, its #51 holding.
Essential Planning first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 10 quarters since.
Essential Planning's Vanguard ESG US Stock ETF position peaked at $26.6M in Q4 2024.
477 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Essential Planning's 13F filing for Q3 2026, filed 21 Oct 2026.