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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Planning Group (Kansas)'s ESGV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q1 2026, buying an estimated $7.13K and bringing the position to 2,762 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #383.

Retirement Planning Group (Kansas) first reported a position in ESGV in Q2 2021 and has held it in 10 quarters since. The position peaked at $491K in Q4 2024. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Retirement Planning Group (Kansas) held 2,762 shares of Vanguard ESG US Stock ETF worth $310K as of Q1 2026.
Retirement Planning Group (Kansas) bought 60 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $7.13K.
Vanguard ESG US Stock ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #383 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Vanguard ESG US Stock ETF position peaked at $491K in Q4 2024.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.