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Reliant Wealth Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Reliant Wealth 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 		$282K Hold
2,133
– – 0.08% 45
2026
Q1 		$239K Hold
2,133
– – 0.07% 49
2025
Q4 		$258K Hold
2,133
– – 0.08% 48
2025
Q3 		$253K Hold
2,133
– – 0.08% 44
2025
Q2 		$234K Hold
2,133
– – 0.09% 42
2025
Q1 		$209K Hold
2,133
– – 0.1% 29
2024
Q4 		$224K Sell
2,133
-277
-11% -$29.1K 0.1% 28
2024
Q3 		$245K Hold
2,410
– – 0.11% 26
2024
Q2 		$233K Hold
2,410
– – 0.11% 23
2024
Q1 		$225K Buy
2,410
+28
+1% +$2.49K 0.11% 20
2023
Q4 		$203K Buy
+2,382
New +$188K 0.1% 18

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

Reliant Wealth Planning's ESGV Position: Q2 2026 in Review

Reliant Wealth Planning held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,133 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #45.

Reliant Wealth Planning first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Reliant Wealth Planning held 2,133 shares of Vanguard ESG US Stock ETF worth $282K as of Q2 2026.
  • Reliant Wealth Planning left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.08% of Reliant Wealth Planning's portfolio in Q2 2026, its #45 holding.
  • Reliant Wealth Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.