Concord Wealth Partners decreased its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 12.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,341 shares of the company’s stock after selling 323 shares during the period. Concord Wealth Partners’ holdings in Vanguard ESG US Stock ETF were worth $246,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Fairway Wealth LLC acquired a new stake in Vanguard ESG US Stock ETF during the 3rd quarter worth approximately $48,000. Aptus Capital Advisors LLC lifted its holdings 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 during the period. Phillips Financial Management LLC purchased a new position in Vanguard ESG US Stock ETF in the 3rd quarter valued at $52,000. Brown Brothers Harriman & Co. acquired a new position in Vanguard ESG US Stock ETF in the 3rd quarter valued at $104,000. Finally, Eastern Bank purchased a new position in Vanguard ESG US Stock ETF during the 3rd quarter worth $152,000.
Vanguard ESG US Stock ETF Trading Up 3.8 %
Shares of BATS:ESGV opened at $107.96 on Friday. The company has a fifty day moving average price of $107.07 and a 200-day moving average price of $102.55. The stock has a market capitalization of $9.77 billion, a P/E ratio of 26.02 and a beta of 1.10.
Vanguard ESG US Stock ETF Company 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.
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