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Vanguard Esg U.s. Stock Etf etf shares owned by Essential Planning

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $425k 3.5k 120.96
2025-09-30 $429k 3.6k 118.44
2025-06-30 $399k 3.6k 109.64
2025-03-31 $363k 3.7k 97.95
2024-12-31 $27M 254k 104.80
2024-09-30 $411k 4.0k 101.65
2024-06-30 $403k 4.2k 96.62

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Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Essential Planning

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Wealthfront Advisers
Creative Planning
Visa Foundation
Verde Capital Management
Raymond James Financial
Betterment
IMPACTfolio
Stanich Group
Royal Bank of Canada
Baird Financial
SCS Capital Management
Platt Investment Counsel
Leo Wealth
Facet Wealth

View all funds holding Vanguard Esg U.s. Stock Etf etf