Essential Planning LLC. Lowers Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Essential Planning LLC. decreased its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,039 shares of the company’s stock after selling 132 shares during the quarter. Essential Planning LLC.’s holdings in Vanguard ESG US Stock ETF were worth $411,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ESGV. GPS Wealth Strategies Group LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 112.7% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 319 shares of the company’s stock valued at $31,000 after purchasing an additional 169 shares in the last quarter. Chilton Capital Management LLC acquired a new position in shares of Vanguard ESG US Stock ETF in the 2nd quarter valued at about $39,000. Fairway Wealth LLC acquired a new position in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at about $48,000. Aptus Capital Advisors LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 294.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after purchasing an additional 365 shares in the last quarter. Finally, Atlantic Edge Private Wealth Management LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 43.0% in the 2nd quarter. Atlantic Edge Private Wealth Management LLC now owns 665 shares of the company’s stock valued at $64,000 after purchasing an additional 200 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Down 1.5 %

BATS ESGV opened at $104.04 on Friday. The firm has a market cap of $9.41 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The company has a fifty day moving average price of $102.02 and a 200-day moving average price of $98.04.

About Vanguard ESG US Stock ETF

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.