US Financial Advisors LLC Decreases Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

US Financial Advisors LLC trimmed its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 17.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,284 shares of the company’s stock after selling 2,838 shares during the period. US Financial Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $1,350,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. White Lighthouse Investment Management Inc. raised its position in Vanguard ESG US Stock ETF by 1.8% during the 3rd quarter. White Lighthouse Investment Management Inc. now owns 40,640 shares of the company’s stock worth $4,130,000 after buying an additional 708 shares during the last quarter. PDS Planning Inc grew its position in Vanguard ESG US Stock ETF by 7.9% during the 3rd quarter. PDS Planning Inc now owns 4,621 shares of the company’s stock worth $470,000 after purchasing an additional 339 shares during the period. BSW Wealth Partners lifted its holdings in shares of Vanguard ESG US Stock ETF by 0.7% in the 3rd quarter. BSW Wealth Partners now owns 64,418 shares of the company’s stock valued at $6,548,000 after buying an additional 451 shares during the period. Janney Montgomery Scott LLC acquired a new position in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at about $933,000. Finally, Brooklyn FI LLC boosted its stake in shares of Vanguard ESG US Stock ETF by 2.6% in the third quarter. Brooklyn FI LLC now owns 26,993 shares of the company’s stock worth $2,744,000 after buying an additional 677 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 2.7 %

Vanguard ESG US Stock ETF stock opened at $105.15 on Thursday. The stock has a market cap of $9.51 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The stock has a 50 day moving average of $100.89 and a 200 day moving average of $97.22.

Vanguard ESG US Stock ETF 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.