Legacy Capital Wealth Partners LLC Increases Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Legacy Capital Wealth Partners LLC increased its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 10.1% in the 4th quarter, HoldingsChannel reports. The fund owned 3,131 shares of the company’s stock after purchasing an additional 288 shares during the period. Legacy Capital Wealth Partners LLC’s holdings in Vanguard ESG US Stock ETF were worth $328,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the company. Family CFO Inc increased its holdings in Vanguard ESG US Stock ETF by 9.3% in the 4th quarter. Family CFO Inc now owns 9,566 shares of the company’s stock worth $1,003,000 after acquiring an additional 813 shares during the last quarter. Trademark Financial Management LLC boosted its stake in Vanguard ESG US Stock ETF by 45.2% in the 4th quarter. Trademark Financial Management LLC now owns 37,369 shares of the company’s stock worth $3,920,000 after purchasing an additional 11,637 shares during the period. Root Financial Partners LLC bought a new position in Vanguard ESG US Stock ETF in the 4th quarter worth about $272,000. Values Added Financial LLC boosted its stake in Vanguard ESG US Stock ETF by 1.6% in the 4th quarter. Values Added Financial LLC now owns 14,062 shares of the company’s stock worth $1,475,000 after purchasing an additional 223 shares during the period. Finally, Gladstone Institutional Advisory LLC boosted its stake in Vanguard ESG US Stock ETF by 28.5% in the 4th quarter. Gladstone Institutional Advisory LLC now owns 2,847 shares of the company’s stock worth $299,000 after purchasing an additional 632 shares during the period.

Vanguard ESG US Stock ETF Trading Up 5.1 %

Shares of BATS ESGV opened at $109.25 on Monday. The business has a 50 day moving average of $107.16 and a 200-day moving average of $103.37. The company has a market cap of $9.88 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.