Bartlett & CO. Wealth Management LLC Acquires 3,524 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Bartlett & CO. Wealth Management LLC lifted its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 18.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,930 shares of the company’s stock after purchasing an additional 3,524 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,331,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Vanguard ESG US Stock ETF by 10.7% during the fourth quarter. Vanguard Group Inc. now owns 9,111,043 shares of the company’s stock worth $774,985,000 after acquiring an additional 881,613 shares during the period. Creative Planning increased its holdings in Vanguard ESG US Stock ETF by 4.6% during the 3rd quarter. Creative Planning now owns 1,230,874 shares of the company’s stock worth $125,118,000 after purchasing an additional 54,143 shares in the last quarter. Leo Wealth LLC raised its stake in shares of Vanguard ESG US Stock ETF by 6.3% in the 1st quarter. Leo Wealth LLC now owns 732,257 shares of the company’s stock valued at $68,123,000 after purchasing an additional 43,678 shares during the period. Verde Capital Management lifted its holdings 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 valued at $54,773,000 after purchasing an additional 35,432 shares in the last quarter. Finally, IMPACTfolio LLC boosted its position in shares of Vanguard ESG US Stock ETF by 1.4% during the third quarter. IMPACTfolio LLC now owns 457,426 shares of the company’s stock worth $46,497,000 after buying an additional 6,362 shares during the period.

Vanguard ESG US Stock ETF Stock Performance

Shares of Vanguard ESG US Stock ETF stock opened at $103.57 on Friday. The company has a 50-day moving average price of $99.74 and a 200 day moving average price of $96.11. The firm has a market cap of $9.37 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

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.