Vanguard ESG U.S. Stock ETF $ESGV Position Boosted by Ashford Advisors LLC

Ashford Advisors LLC boosted its stake in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 354.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 172,248 shares of the company’s stock after acquiring an additional 134,347 shares during the period. Vanguard ESG U.S. Stock ETF accounts for 4.5% of Ashford Advisors LLC’s portfolio, making the stock its 5th largest holding. Ashford Advisors LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $20,401,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Wealthfront Advisers LLC boosted its holdings in shares of Vanguard ESG U.S. Stock ETF by 1.3% during the 2nd quarter. Wealthfront Advisers LLC now owns 1,521,923 shares of the company’s stock valued at $166,864,000 after purchasing an additional 19,083 shares during the last quarter. Creative Planning lifted its position in shares of Vanguard ESG U.S. Stock ETF by 1.8% in the second quarter. Creative Planning now owns 1,276,648 shares of the company’s stock worth $139,972,000 after buying an additional 22,736 shares in the last quarter. Leo Wealth LLC boosted its stake in Vanguard ESG U.S. Stock ETF by 78.9% during the second quarter. Leo Wealth LLC now owns 678,646 shares of the company’s stock valued at $74,472,000 after buying an additional 299,201 shares during the last quarter. Raymond James Financial Inc. grew its holdings in Vanguard ESG U.S. Stock ETF by 22.0% during the 2nd quarter. Raymond James Financial Inc. now owns 616,894 shares of the company’s stock valued at $67,636,000 after buying an additional 111,318 shares in the last quarter. Finally, Betterment LLC increased its stake in Vanguard ESG U.S. Stock ETF by 9.6% in the 2nd quarter. Betterment LLC now owns 557,611 shares of the company’s stock worth $61,136,000 after acquiring an additional 48,709 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of ESGV opened at $122.77 on Wednesday. The stock has a market capitalization of $11.96 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a 1 year low of $84.41 and a 1 year high of $112.76. The business’s 50 day simple moving average is $121.13 and its 200-day simple moving average is $118.00.

Vanguard ESG U.S. 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.