SFP
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Strategic Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Strategic 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 		– Sell
-21,237
Closed -$1.68M – 58
2026
Q1 		$1.68M Buy
+21,237
New +$2.52M 0.98% 21

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

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

Strategic Financial Planning sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 21,237 shares — an estimated $1.68M sold.

Strategic Financial Planning first reported a position in ESGV in Q1 2026 and held it in 1 quarter. The position peaked at $1.68M in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Strategic Financial Planning reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 21,237 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.68M.
  • Strategic Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Vanguard ESG US Stock ETF position peaked at $1.68M in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.