PP
ESGV icon

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

PDS 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 		$572K Buy
5,092
+270
+6% +$32.1K 0.04% 237
2025
Q4 		$583K Sell
4,822
-157
-3% -$18.8K 0.04% 227
2025
Q3 		$590K Buy
4,979
+3
+0.1% +$342 0.04% 215
2025
Q2 		$546K Buy
4,976
+18
+0.4% +$1.81K 0.04% 220
2025
Q1 		$486K Buy
4,958
+246
+5% +$25.7K 0.04% 215
2024
Q4 		$494K Buy
4,712
+91
+2% +$9.55K 0.04% 191
2024
Q3 		$470K Buy
4,621
+339
+8% +$33.2K 0.04% 206
2024
Q2 		$414K Sell
4,282
-7
-0.2% -$649 0.04% 206
2024
Q1 		$400K Sell
4,289
-2,782
-39% -$247K 0.04% 201
2023
Q4 		$601K Buy
7,071
+3,023
+75% +$238K 0.07% 121
2023
Q3 		$305K Buy
4,048
+8
+0.2% +$628 0.04% 211
2023
Q2 		$317K Buy
4,040
+108
+3% +$7.95K 0.04% 204
2023
Q1 		$282K Buy
3,932
+4
+0.1% +$279 0.04% 209
2022
Q4 		$259K Buy
3,928
+161
+4% +$10.7K 0.04% 164
2022
Q3 		$237K Buy
+3,767
New +$264K 0.04% 158

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $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
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

PDS Planning's ESGV Position: Q1 2026 in Review

PDS Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.6% in Q1 2026, buying an estimated $32.1K and bringing the position to 5,092 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #237.

PDS Planning first reported a position in ESGV in Q3 2022 and has held it in 15 quarters since. The position peaked at $601K in Q4 2023. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • PDS Planning held 5,092 shares of Vanguard ESG US Stock ETF worth $572K as of Q1 2026.
  • PDS Planning bought 270 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $32.1K.
  • Vanguard ESG US Stock ETF made up 0.04% of PDS Planning's portfolio in Q1 2026, its #237 holding.
  • PDS Planning first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 15 quarters since.
  • PDS Planning's Vanguard ESG US Stock ETF position peaked at $601K in Q4 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.