Burkett Asset Management Ltd Takes Position in Vanguard ESG U.S. Stock ETF $ESGV

Burkett Asset Management Ltd bought a new stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 14,250 shares of the company’s stock, valued at approximately $1,724,000. Vanguard ESG U.S. Stock ETF makes up approximately 1.7% of Burkett Asset Management Ltd’s portfolio, making the stock its 19th largest position.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of Vanguard ESG U.S. Stock ETF by 3.6% in the fourth quarter. Vanguard Group Inc. now owns 3,606,850 shares of the company’s stock valued at $436,285,000 after acquiring an additional 126,192 shares in the last quarter. Wealthfront Advisers LLC grew its holdings in shares of 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 acquiring an additional 77,842 shares in the last quarter. Leo Wealth LLC grew its holdings in shares of 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 acquiring an additional 317,058 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of 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 acquiring an additional 111,318 shares in the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of Vanguard ESG U.S. Stock ETF by 8.4% in the third quarter. Bank of America Corp DE now owns 615,911 shares of the company’s stock valued at $72,949,000 after acquiring an additional 47,836 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Stock Up 1.9%

ESGV stock opened at $130.32 on Friday. The firm has a market cap of $12.70 billion, a PE ratio of 25.59 and a beta of 1.07. The business has a 50 day moving average of $126.49 and a 200-day moving average of $121.98. Vanguard ESG U.S. Stock ETF has a 12-month low of $104.48 and a 12-month high of $134.99.

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.