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XY Planning Network’s Vanguard ESG US Stock ETF ESGV Stock Holding History

XY Planning Network’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 		$2.75M Buy
+20,812
New +$2.65M 0.35% 69

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

XY Planning Network's ESGV Position: Q2 2026 in Review

XY Planning Network opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 20,812 shares worth $2.75M. The stake represents 0.35% of the portfolio and ranks #69 among its holdings.

232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • XY Planning Network held 20,812 shares of Vanguard ESG US Stock ETF worth $2.75M as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new XY Planning Network position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.35% of XY Planning Network's portfolio in Q2 2026, its #69 holding.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.