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Retirement Planning Group (Kansas)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Retirement Planning Group (Kansas)’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 		$365K Buy
2,763
+1
+0% +$128 0.01% 386
2026
Q1 		$310K Buy
2,762
+60
+2% +$7.13K 0.01% 383
2025
Q4 		$327K Hold
2,702
– – 0.01% 322
2025
Q3 		$320K Buy
2,702
+101
+4% +$11.5K 0.01% 317
2025
Q2 		$285K Sell
2,601
-1,759
-40% -$177K 0.01% 267
2025
Q1 		$427K Sell
4,360
-326
-7% -$34.1K 0.02% 208
2024
Q4 		$491K Sell
4,686
-91
-2% -$9.55K 0.02% 186
2024
Q3 		$486K Buy
+4,777
New +$468K 0.03% 182
2022
Q1 		– Sell
-2,638
Closed -$232K – 110
2021
Q4 		$232K Buy
2,638
+117
+5% +$9.99K 0.02% 97
2021
Q3 		$202K Hold
2,521
– – 0.02% 86
2021
Q2 		$202K Buy
+2,521
New +$196K 0.02% 85

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

Retirement Planning Group (Kansas)'s ESGV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.04% in Q2 2026, buying an estimated $128 and bringing the position to 2,763 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #386.

Retirement Planning Group (Kansas) first reported a position in ESGV in Q2 2021 and has held it in 11 quarters since. The position peaked at $491K in Q4 2024. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,763 shares of Vanguard ESG US Stock ETF worth $365K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $128.
  • Vanguard ESG US Stock ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #386 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 11 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard ESG US Stock ETF position peaked at $491K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.