Vanguard ESG U.S. Stock ETF $ESGV is Financial Connections Group Inc.’s 2nd Largest Position

Financial Connections Group Inc. cut its holdings in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 4.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 166,585 shares of the company’s stock after selling 8,113 shares during the quarter. Vanguard ESG U.S. Stock ETF makes up about 6.5% of Financial Connections Group Inc.’s investment portfolio, making the stock its 2nd biggest position. Financial Connections Group Inc. owned about 0.17% of Vanguard ESG U.S. Stock ETF worth $18,702,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Towerpoint Wealth LLC grew its holdings in shares of 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 purchasing an additional 6,221 shares in the last quarter. HighTower Advisors LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 8.5% in the 4th quarter. HighTower Advisors LLC now owns 173,859 shares of the company’s stock worth $21,030,000 after buying an additional 13,571 shares during the last quarter. UBS Group AG raised its position in shares of 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 valued at $32,116,000 after buying an additional 4,679 shares in the last quarter. Leo Wealth LLC lifted its holdings 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 valued at $84,002,000 after acquiring an additional 317,058 shares during the last quarter. Finally, Goldenstone Wealth Management LLC purchased a new position in Vanguard ESG U.S. Stock ETF in the fourth quarter worth about $545,000.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of BATS ESGV opened at $133.79 on Friday. Vanguard ESG U.S. Stock ETF has a 1-year low of $108.18 and a 1-year high of $134.99. The stock has a market capitalization of $13.04 billion, a P/E ratio of 25.59 and a beta of 1.07. The business’s 50 day moving average is $131.24 and its two-hundred day moving average is $123.59.

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.