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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
Q2 		$219K Buy
+1,656
New +$211K 0.03% 125
2026
Q1 		– Sell
-1,655
Closed -$200K – 123
2025
Q4 		$200K Buy
+1,655
New +$199K 0.03% 115

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Partners in Financial Planning's ESGV Position: Q2 2026 in Review

Partners in Financial Planning opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,656 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in ESGV as recently as Q4 2025.

Partners in Financial Planning first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Partners in Financial Planning held 1,656 shares of Vanguard ESG US Stock ETF worth $219K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Partners in Financial Planning position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #125 holding.
  • Partners in Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.