Mokosak Advisory Group LLC Reduces Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Mokosak Advisory Group LLC trimmed its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 5.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,327 shares of the company’s stock after selling 296 shares during the period. Vanguard ESG US Stock ETF comprises approximately 0.2% of Mokosak Advisory Group LLC’s holdings, making the stock its 17th biggest holding. Mokosak Advisory Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $541,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Peirce Capital Management LLC increased its stake in shares of Vanguard ESG US Stock ETF by 2.0% during the 3rd quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock worth $523,000 after purchasing an additional 102 shares in the last quarter. Palisades Hudson Asset Management L.P. grew its stake in Vanguard ESG US Stock ETF by 0.3% in the 2nd quarter. Palisades Hudson Asset Management L.P. now owns 33,161 shares of the company’s stock worth $3,204,000 after acquiring an additional 103 shares during the period. Financial Counselors Inc. grew its stake in Vanguard ESG US Stock ETF by 1.5% in the 1st quarter. Financial Counselors Inc. now owns 7,827 shares of the company’s stock worth $729,000 after acquiring an additional 117 shares during the period. Compass Ion Advisors LLC grew its stake in Vanguard ESG US Stock ETF by 2.2% in the 1st quarter. Compass Ion Advisors LLC now owns 6,293 shares of the company’s stock worth $586,000 after acquiring an additional 138 shares during the period. Finally, RFG Advisory LLC grew its stake in Vanguard ESG US Stock ETF by 0.9% in the 2nd quarter. RFG Advisory LLC now owns 16,339 shares of the company’s stock worth $1,579,000 after acquiring an additional 150 shares during the period.

Vanguard ESG US Stock ETF Price Performance

ESGV stock opened at $103.12 on Thursday. The stock has a market cap of $9.33 billion, a PE ratio of 26.02 and a beta of 1.10. The stock has a 50 day moving average price of $99.36 and a 200 day moving average price of $95.95.

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.