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

Xena 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 		$1.34M Buy
10,117
+167
+2% +$21.3K 1.28% 16
2026
Q1 		$1.12M Sell
9,950
-44
-0.4% -$5.23K 1.26% 17
2025
Q4 		$1.21M Buy
+9,994
New +$1.2M 1.42% 16

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

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

Xena Financial Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 10,117 shares worth $1.34M. The position accounts for 1.28% of the portfolio, ranked #16.

Xena Financial Planning first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Xena Financial Planning held 10,117 shares of Vanguard ESG US Stock ETF worth $1.34M as of Q2 2026.
  • Xena Financial Planning bought 167 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard ESG US Stock ETF made up 1.28% of Xena Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Xena Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.