Relyea Zuckerberg Hanson LLC Boosts Stake in Vanguard ESG U.S. Stock ETF $ESGV

Relyea Zuckerberg Hanson LLC raised its stake in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 12.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 69,459 shares of the company’s stock after buying an additional 7,540 shares during the quarter. Vanguard ESG U.S. Stock ETF comprises about 0.8% of Relyea Zuckerberg Hanson LLC’s investment portfolio, making the stock its 26th biggest position. Relyea Zuckerberg Hanson LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $8,402,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. IMA Advisory Services Inc. purchased a new stake in shares of Vanguard ESG U.S. Stock ETF in the third quarter valued at $32,461,000. Olde Wealth Management LLC purchased a new stake in Vanguard ESG U.S. Stock ETF during the 3rd quarter worth about $22,525,000. Vanguard Group Inc. increased its position in Vanguard ESG U.S. Stock ETF by 5.1% during the 3rd quarter. Vanguard Group Inc. now owns 3,480,658 shares of the company’s stock worth $412,249,000 after purchasing an additional 168,238 shares in the last quarter. Caprock Group LLC acquired a new position in Vanguard ESG U.S. Stock ETF in the 3rd quarter valued at about $18,215,000. Finally, Ashford Advisors LLC raised its stake in Vanguard ESG U.S. Stock ETF by 354.5% in the 3rd quarter. Ashford Advisors LLC now owns 172,248 shares of the company’s stock valued at $20,401,000 after purchasing an additional 134,347 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

BATS:ESGV opened at $113.39 on Friday. Vanguard ESG U.S. Stock ETF has a 12-month low of $84.41 and a 12-month high of $123.31. The firm has a market cap of $11.05 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The company’s 50-day moving average is $117.48 and its two-hundred day moving average is $119.20.

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.