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ESGVESGV
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Position history for Creative PlanningCreative Planning's holdings in VANGUARD ESG US STOCK ETF

Creative Planning holds 1.5M shares of ESGV (VANGUARD ESG US STOCK ETF), worth $193.8M as of 2026-Q2. The position was increased (+0.5% shares). ESGV represents 0.1% of Creative Planning's portfolio.

Current Value

$193.8M

Current Shares

1.5M

Total Value Change

+$68.7M

Total Shares Change

+234,423

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+0.5%
$193.8M0.1%$132.24
37
2026-Q1
Increased
1.5M
+8.4%
$163.7M0.1%$118.02
39
2025-Q4
Increased
1.3M
+9.2%
$162.6M0.1%$121.87
40
2025-Q3
Decreased
1.2M
-3.5%
$145.9M0.1%$117.74
0
2025-Q2
Increased
1.3M
+1.8%
$140M0.1%$108.43
37
2025-Q1
Increased
1.3M
+0.8%
$122.8M0.1%$96.80
36
2024-Q4
Increased
1.2M
+1.1%
$130.5M0.1%$104.31
36
2024-Q3
Increased
1.2M
+4.6%
$125.1M0.1%$99.95
38

Other major holders of ESGV: VANGUARD GROUP INC, Steward Partners Investment Advisory, LLC

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