Fiduciary Wealth Partners LLC Invests $1.45 Million in Vanguard ESG U.S. Stock ETF $ESGV

Fiduciary Wealth Partners LLC purchased a new position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 13,222 shares of the company’s stock, valued at approximately $1,450,000. Vanguard ESG U.S. Stock ETF comprises about 1.4% of Fiduciary Wealth Partners LLC’s investment portfolio, making the stock its 14th largest holding.

Several other large investors have also recently added to or reduced their stakes in the company. Financial Futures Ltd Liability Co. raised its stake in Vanguard ESG U.S. Stock ETF by 3.7% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 2,695 shares of the company’s stock worth $295,000 after purchasing an additional 95 shares in the last quarter. Antonelli Financial Advisors LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 3.9% during the second quarter. Antonelli Financial Advisors LLC now owns 2,956 shares of the company’s stock worth $324,000 after purchasing an additional 111 shares during the period. Towerpoint Wealth LLC raised its position in shares of Vanguard ESG U.S. Stock ETF by 2.2% in the second quarter. Towerpoint Wealth LLC now owns 5,639 shares of the company’s stock valued at $618,000 after buying an additional 122 shares in the last quarter. Waypoint Wealth Partners Inc. boosted its stake in shares of Vanguard ESG U.S. Stock ETF by 4.7% in the first quarter. Waypoint Wealth Partners Inc. now owns 2,854 shares of the company’s stock valued at $280,000 after buying an additional 129 shares during the period. Finally, Family CFO Inc grew its position in Vanguard ESG U.S. Stock ETF by 1.5% during the second quarter. Family CFO Inc now owns 9,817 shares of the company’s stock worth $1,076,000 after buying an additional 148 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

ESGV opened at $120.35 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 firm has a market cap of $11.73 billion, a P/E ratio of 25.59 and a beta of 1.07. The business’s fifty day moving average is $117.00 and its 200-day moving average is $109.30.

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.