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Partners in Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Partners in Financial 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 		– Sell
-1,655
Closed -$200K – 123
2025
Q4 		$200K Buy
+1,655
New +$199K 0.03% 115

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $155M AUM 20.68% 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

Partners in Financial Planning's ESGV Position: Q1 2026 in Review

Partners in Financial Planning sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,655 shares — an estimated $200K sold.

Partners in Financial Planning first reported a position in ESGV in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 678 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Partners in Financial Planning reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Partners in Financial Planning sold 1,655 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $200K.
  • Partners in Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 1 quarter.
  • Partners in Financial Planning's Vanguard ESG US Stock ETF position peaked at $200K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.