Boston Standard Wealth Management LLC Trims Stock Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Boston Standard Wealth Management LLC lessened its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,316 shares of the company’s stock after selling 1,020 shares during the quarter. Vanguard ESG US Stock ETF makes up approximately 1.4% of Boston Standard Wealth Management LLC’s holdings, making the stock its 13th largest holding. Boston Standard Wealth Management LLC owned 0.07% of Vanguard ESG US Stock ETF worth $6,956,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Creative Planning grew its position in shares of Vanguard ESG US Stock ETF by 4.6% in the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after purchasing an additional 54,143 shares during the period. Stifel Financial Corp boosted its stake in Vanguard ESG US Stock ETF by 7.1% in the 3rd quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock worth $1,573,000 after buying an additional 1,030 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Vanguard ESG US Stock ETF by 8.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 217,442 shares of the company’s stock valued at $22,103,000 after buying an additional 16,176 shares during the period. FMR LLC increased its stake in shares of Vanguard ESG US Stock ETF by 5.0% during the 3rd quarter. FMR LLC now owns 10,335 shares of the company’s stock valued at $1,051,000 after acquiring an additional 496 shares during the last quarter. Finally, Davis R M Inc. lifted its holdings in shares of Vanguard ESG US Stock ETF by 19.7% during the 3rd quarter. Davis R M Inc. now owns 21,618 shares of the company’s stock worth $2,197,000 after acquiring an additional 3,565 shares during the period.

Vanguard ESG US Stock ETF Trading Up 3.8 %

Vanguard ESG US Stock ETF stock opened at $107.91 on Wednesday. The firm has a 50-day moving average of $107.07 and a 200 day moving average of $102.65. The stock has a market capitalization of $9.76 billion, a P/E 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.