Wealth Group Ltd Acquires 976 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Wealth Group Ltd increased its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,171 shares of the company’s stock after purchasing an additional 976 shares during the period. Vanguard ESG US Stock ETF makes up 0.9% of Wealth Group Ltd’s portfolio, making the stock its 15th biggest position. Wealth Group Ltd’s holdings in Vanguard ESG US Stock ETF were worth $2,955,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Fairway Wealth LLC bought a new stake in Vanguard ESG US Stock ETF in the 3rd quarter valued at approximately $48,000. Aptus Capital Advisors LLC lifted its position in shares of Vanguard ESG US Stock ETF by 294.4% in the third quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock worth $50,000 after purchasing an additional 365 shares in the last quarter. Phillips Financial Management LLC acquired a new position in Vanguard ESG US Stock ETF during the third quarter worth $52,000. Brown Brothers Harriman & Co. bought a new position in Vanguard ESG US Stock ETF in the third quarter valued at $104,000. Finally, Ashton Thomas Private Wealth LLC acquired a new stake in Vanguard ESG US Stock ETF in the 2nd quarter valued at $134,000.

Vanguard ESG US Stock ETF Price Performance

Shares of BATS ESGV traded down $1.46 during trading hours on Wednesday, hitting $105.35. The company had a trading volume of 232,431 shares. The stock has a market capitalization of $9.53 billion, a PE ratio of 26.02 and a beta of 1.10. The firm’s fifty day moving average price is $106.28 and its 200 day moving average price is $101.51.

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.