Quantum Financial Planning Services Inc. Makes New $580,000 Investment in Vanguard ESG US Stock ETF (BATS:ESGV)

Quantum Financial Planning Services Inc. acquired a new position in Vanguard ESG US Stock ETF (BATS:ESGV) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 5,528 shares of the company’s stock, valued at approximately $580,000. Vanguard ESG US Stock ETF accounts for 0.3% of Quantum Financial Planning Services Inc.’s portfolio, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in ESGV. Fairway Wealth LLC purchased a new position in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at about $48,000. Aptus Capital Advisors LLC increased its stake in shares of Vanguard ESG US Stock ETF by 294.4% during the third quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock worth $50,000 after purchasing an additional 365 shares in the last quarter. Phillips Financial Management LLC acquired a new position in shares of Vanguard ESG US Stock ETF during the 3rd quarter worth about $52,000. Brown Brothers Harriman & Co. acquired a new position in shares of Vanguard ESG US Stock ETF during the 3rd quarter worth about $104,000. Finally, Eastern Bank purchased a new position in Vanguard ESG US Stock ETF in the 3rd quarter valued at about $152,000.

Vanguard ESG US Stock ETF Trading Up 4.3 %

BATS:ESGV opened at $108.39 on Friday. The business’s 50 day moving average price is $106.98 and its 200 day moving average price is $102.45. The stock has a market cap of $9.81 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

Vanguard ESG US Stock ETF Profile

The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that is based on the FTSE USA All Cap Choice index, a market-cap-weighted index of US all-cap companies screened for environmental, social, and corporate governance (ESG) criteria. ESGV was launched on Sep 18, 2018 and is managed by Vanguard.