Wealth Group Ltd. Decreases Stock Holdings in Vanguard ESG U.S. Stock ETF $ESGV

Wealth Group Ltd. cut its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 7.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,031 shares of the company’s stock after selling 2,148 shares during the quarter. Vanguard ESG U.S. Stock ETF comprises 2.8% of Wealth Group Ltd.’s holdings, making the stock its 19th largest position. Wealth Group Ltd.’s holdings in Vanguard ESG U.S. Stock ETF were worth $2,854,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ESGV. Wealth Enhancement Advisory Services LLC raised its stake in Vanguard ESG U.S. Stock ETF by 18.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 24,380 shares of the company’s stock valued at $2,557,000 after buying an additional 3,732 shares during the last quarter. Mascagni Wealth Management Inc. purchased a new stake in Vanguard ESG U.S. Stock ETF in the fourth quarter valued at about $33,000. First Hawaiian Bank raised its stake in Vanguard ESG U.S. Stock ETF by 170.6% in the first quarter. First Hawaiian Bank now owns 30,733 shares of the company’s stock valued at $3,010,000 after buying an additional 19,376 shares during the last quarter. Quent Capital LLC raised its stake in Vanguard ESG U.S. Stock ETF by 7.9% in the first quarter. Quent Capital LLC now owns 2,665 shares of the company’s stock valued at $261,000 after buying an additional 195 shares during the last quarter. Finally, FC Advisory LLC raised its stake in Vanguard ESG U.S. Stock ETF by 1.9% in the first quarter. FC Advisory LLC now owns 6,716 shares of the company’s stock valued at $658,000 after buying an additional 126 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Up 12.5%

Shares of BATS:ESGV opened at $116.97 on Friday. Vanguard ESG U.S. Stock ETF has a 52-week low of $84.41 and a 52-week high of $112.76. The stock has a market cap of $11.40 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The business has a 50-day moving average price of $114.42 and a 200-day moving average price of $106.01.

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.