Question 1

How many shares of ESGV does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 1.5M shares of ESGV (VANGUARD WORLD FD).

Question 2

What is Creative Planning's ESGV position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's ESGV position is worth $193.8M.

Question 3

Is Creative Planning buying or selling ESGV?

Accepted Answer

In 2026-Q2, Creative Planning increased their ESGV position (+0.5% change in shares).

Question 4

When did Creative Planning first buy ESGV?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in ESGV in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+0.5%	$193.8M	0.1%	$131.93	37
2026-Q1	Increased	1.5M	+8.4%	$163.7M	0.1%	$111.76	39
2025-Q4	Increased	1.3M	+9.2%	$162.6M	0.1%	$120.11	40
2025-Q3	Decreased	1.2M	-3.5%	$145.9M	0.1%	$117.31	0
2025-Q2	Increased	1.3M	+1.8%	$140M	0.1%	$108.34	37
2025-Q1	Increased	1.3M	+0.8%	$122.8M	0.1%	$96.55	36
2024-Q4	Increased	1.2M	+1.1%	$130.5M	0.1%	$103.11	36
2024-Q3	Increased	1.2M	+4.6%	$125.1M	0.1%	$99.65	38

ESGVShowing 8 of 31 quarters

ESGV
Showing 8 of 31 quarters