Vanguard ESG U.S. Stock ETF $ESGV is IMPACTfolio LLC’s Largest Position

IMPACTfolio LLC lessened its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 2.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 499,729 shares of the company’s stock after selling 10,956 shares during the period. Vanguard ESG U.S. Stock ETF comprises 23.8% of IMPACTfolio LLC’s investment portfolio, making the stock its biggest holding. IMPACTfolio LLC owned about 0.51% of Vanguard ESG U.S. Stock ETF worth $56,105,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of ESGV. Vanguard Group Inc. lifted its position in shares of Vanguard ESG U.S. Stock ETF by 3.6% during the 4th quarter. Vanguard Group Inc. now owns 3,606,850 shares of the company’s stock worth $436,285,000 after purchasing an additional 126,192 shares during the last quarter. Wealthfront Advisers LLC increased its holdings in Vanguard ESG U.S. Stock ETF by 5.2% in the fourth quarter. Wealthfront Advisers LLC now owns 1,575,578 shares of the company’s stock valued at $190,582,000 after buying an additional 77,842 shares during the last quarter. Leo Wealth LLC raised its stake in Vanguard ESG U.S. Stock ETF by 84.1% in the fourth quarter. Leo Wealth LLC now owns 694,165 shares of the company’s stock valued at $84,002,000 after buying an additional 317,058 shares in the last quarter. Raymond James Financial Inc. raised its stake in Vanguard ESG U.S. Stock ETF by 22.0% in the second 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, Bank of America Corp DE lifted its holdings in Vanguard ESG U.S. Stock ETF by 8.4% during the 3rd quarter. Bank of America Corp DE now owns 615,911 shares of the company’s stock worth $72,949,000 after buying an additional 47,836 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

BATS:ESGV opened at $133.30 on Friday. The stock has a 50-day simple moving average of $131.05 and a 200-day simple moving average of $123.52. The stock has a market cap of $12.99 billion, a P/E ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a 1 year low of $108.18 and a 1 year high of $134.99.

About Vanguard ESG U.S. 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.