Farrell Financial LLC Has $8.72 Million Stock Holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV)

Farrell Financial LLC cut its stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 1.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 89,016 shares of the company’s stock after selling 1,378 shares during the period. Vanguard ESG U.S. Stock ETF accounts for approximately 6.3% of Farrell Financial LLC’s portfolio, making the stock its 3rd largest position. Farrell Financial LLC owned 0.09% of Vanguard ESG U.S. Stock ETF worth $8,719,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Allworth Financial LP lifted its position in Vanguard ESG U.S. Stock ETF by 141.8% during the 4th quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after acquiring an additional 2,554 shares during the period. Sanctuary Advisors LLC increased its stake in shares of Vanguard ESG U.S. Stock ETF by 5.7% during the fourth quarter. Sanctuary Advisors LLC now owns 7,767 shares of the company’s stock valued at $842,000 after purchasing an additional 418 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of Vanguard ESG U.S. Stock ETF by 2.6% during the fourth quarter. JPMorgan Chase & Co. now owns 223,056 shares of the company’s stock valued at $23,396,000 after purchasing an additional 5,614 shares in the last quarter. Atria Wealth Solutions Inc. purchased a new position in shares of Vanguard ESG U.S. Stock ETF during the fourth quarter valued at approximately $232,000. Finally, Wealth Group Ltd. boosted its position in shares of Vanguard ESG U.S. Stock ETF by 3.6% in the 4th quarter. Wealth Group Ltd. now owns 28,171 shares of the company’s stock worth $2,955,000 after purchasing an additional 976 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Stock Up 2.3%

ESGV stock opened at $106.39 on Thursday. The business has a 50 day moving average of $99.30 and a 200 day moving average of $103.10. The firm has a market cap of $10.34 billion, a PE ratio of 25.93 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a twelve month low of $84.41 and a twelve month high of $109.62.

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.