Trademark Financial Management LLC Sells 484 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Trademark Financial Management LLC decreased its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 1.8% in the third quarter, HoldingsChannel.com reports. The fund owned 25,732 shares of the company’s stock after selling 484 shares during the quarter. Vanguard ESG US Stock ETF comprises 2.1% of Trademark Financial Management LLC’s portfolio, making the stock its 13th biggest holding. Trademark Financial Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,616,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Creative Planning grew its stake in Vanguard ESG US Stock ETF by 4.6% during the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after acquiring an additional 54,143 shares in the last quarter. Leo Wealth LLC increased its holdings in shares of Vanguard ESG US Stock ETF by 6.3% in the first quarter. Leo Wealth LLC now owns 732,257 shares of the company’s stock worth $68,123,000 after purchasing an additional 43,678 shares during the last quarter. Verde Capital Management lifted its position in shares of Vanguard ESG US Stock ETF by 6.7% in the second quarter. Verde Capital Management now owns 566,896 shares of the company’s stock worth $54,773,000 after buying an additional 35,432 shares in the last quarter. IMPACTfolio LLC boosted its stake in Vanguard ESG US Stock ETF by 1.4% during the third quarter. IMPACTfolio LLC now owns 457,426 shares of the company’s stock valued at $46,497,000 after buying an additional 6,362 shares during the last quarter. Finally, Platt Investment Counsel LLC grew its holdings in Vanguard ESG US Stock ETF by 1.2% during the 3rd quarter. Platt Investment Counsel LLC now owns 411,198 shares of the company’s stock valued at $41,798,000 after buying an additional 4,757 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Up 2.7 %

Shares of ESGV opened at $105.15 on Thursday. The stock has a market cap of $9.51 billion, a PE ratio of 26.02 and a beta of 1.10. The business’s 50-day moving average price is $100.89 and its 200 day moving average price is $97.22.

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.