Charter Oak Capital Management LLC Has $5.75 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Charter Oak Capital Management LLC lessened its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 54,857 shares of the company’s stock after selling 208 shares during the quarter. Vanguard ESG US Stock ETF accounts for about 0.5% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Charter Oak Capital Management LLC owned about 0.06% of Vanguard ESG US Stock ETF worth $5,754,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Fairway Wealth LLC acquired a new stake in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at approximately $48,000. Aptus Capital Advisors LLC lifted its stake in 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 valued at $50,000 after acquiring an additional 365 shares during the last quarter. Phillips Financial Management LLC acquired a new position in shares of Vanguard ESG US Stock ETF during the 3rd quarter worth about $52,000. Brown Brothers Harriman & Co. bought a new stake in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at about $104,000. Finally, Eastern Bank acquired a new position in Vanguard ESG US Stock ETF during the third quarter worth approximately $152,000.

Vanguard ESG US Stock ETF Stock Performance

ESGV opened at $107.22 on Tuesday. The firm has a market capitalization of $9.70 billion, a PE ratio of 26.02 and a beta of 1.10. The company has a 50-day simple moving average of $106.79 and a 200 day simple moving average of $102.30.

About Vanguard ESG US Stock ETF

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.