Bartlett & CO. Wealth Management LLC Has $5.74 Million Position in Vanguard ESG U.S. Stock ETF $ESGV

Bartlett & CO. Wealth Management LLC raised its stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 56.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 51,103 shares of the company’s stock after buying an additional 18,390 shares during the period. Bartlett & CO. Wealth Management LLC owned about 0.05% of Vanguard ESG U.S. Stock ETF worth $5,737,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in ESGV. Towerpoint Wealth LLC boosted its holdings in Vanguard ESG U.S. Stock ETF by 97.5% in the fourth quarter. Towerpoint Wealth LLC now owns 12,602 shares of the company’s stock valued at $1,524,000 after acquiring an additional 6,221 shares during the last quarter. HighTower Advisors LLC raised its holdings in Vanguard ESG U.S. Stock ETF by 8.5% during the 4th quarter. HighTower Advisors LLC now owns 173,859 shares of the company’s stock worth $21,030,000 after purchasing an additional 13,571 shares during the last quarter. UBS Group AG raised its holdings in Vanguard ESG U.S. Stock ETF by 1.8% during the 4th quarter. UBS Group AG now owns 265,511 shares of the company’s stock worth $32,116,000 after purchasing an additional 4,679 shares during the last quarter. Leo Wealth LLC lifted its position in shares of Vanguard ESG U.S. Stock ETF by 84.1% in the 4th quarter. Leo Wealth LLC now owns 694,165 shares of the company’s stock worth $84,002,000 after purchasing an additional 317,058 shares during the period. Finally, Stanich Group LLC lifted its position in shares of Vanguard ESG U.S. Stock ETF by 3.0% in the 4th quarter. Stanich Group LLC now owns 508,123 shares of the company’s stock worth $61,464,000 after purchasing an additional 14,688 shares during the period.

Vanguard ESG U.S. Stock ETF Stock Performance

BATS:ESGV opened at $131.55 on Friday. The firm’s fifty day moving average is $131.70 and its 200-day moving average is $123.96. Vanguard ESG U.S. Stock ETF has a 52 week low of $108.18 and a 52 week high of $134.99. The firm has a market cap of $12.82 billion, a P/E ratio of 25.59 and a beta of 1.07.

Vanguard ESG U.S. 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.