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 Q2	$459K	Buy	3,469 +34	+1%	+$4.33K	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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Essential Planning's ESGV Position: Q2 2026 in Review

Essential Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.99% in Q2 2026, buying an estimated $4.33K and bringing the position to 3,469 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #57.

Essential Planning first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.6M in Q4 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Essential Planning held 3,469 shares of Vanguard ESG US Stock ETF worth $459K as of Q2 2026.
Essential Planning bought 34 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.33K.
Vanguard ESG US Stock ETF made up 0.13% of Essential Planning's portfolio in Q2 2026, its #57 holding.
Essential Planning first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
Essential Planning's Vanguard ESG US Stock ETF position peaked at $26.6M in Q4 2024.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.