XY Planning Network
ESGV icon

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
Q3 		$2.87M Buy
21,167
+355
+2% +$47.8K 0.31% 73
2026
Q2 		$2.75M Buy
+20,812
New +$2.65M 0.35% 69

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

XY Planning Network's ESGV Position: Q3 2026 in Review

XY Planning Network increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q3 2026, buying an estimated $47.8K and bringing the position to 21,167 shares worth $2.87M. The position accounts for 0.31% of the portfolio, ranked #73.

XY Planning Network first reported a position in ESGV in Q2 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • XY Planning Network held 21,167 shares of Vanguard ESG US Stock ETF worth $2.87M as of Q3 2026.
  • XY Planning Network bought 355 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $47.8K.
  • Vanguard ESG US Stock ETF made up 0.31% of XY Planning Network's portfolio in Q3 2026, its #73 holding.
  • XY Planning Network first reported a position in Vanguard ESG US Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.