Fortress Financial Solutions LLC Makes New $1.28 Million Investment in Vanguard ESG U.S. Stock ETF $ESGV

Fortress Financial Solutions LLC purchased a new stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 9,424 shares of the company’s stock, valued at approximately $1,277,000. Vanguard ESG U.S. Stock ETF comprises approximately 1.1% of Fortress Financial Solutions LLC’s portfolio, making the stock its 22nd biggest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Wealthfront Advisers LLC increased its stake in shares of Vanguard ESG U.S. Stock ETF by 13.6% during the 1st quarter. Wealthfront Advisers LLC now owns 1,790,108 shares of the company’s stock worth $200,975,000 after purchasing an additional 214,530 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard ESG U.S. Stock ETF by 2.2% in the 1st quarter. Bank of America Corp DE now owns 577,767 shares of the company’s stock valued at $64,866,000 after purchasing an additional 12,370 shares during the period. Royal Bank of Canada raised its holdings in shares of Vanguard ESG U.S. Stock ETF by 0.7% in the 1st quarter. Royal Bank of Canada now owns 459,249 shares of the company’s stock valued at $51,560,000 after purchasing an additional 3,193 shares during the period. Baird Financial Group Inc. lifted its stake in Vanguard ESG U.S. Stock ETF by 3.2% in the 2nd quarter. Baird Financial Group Inc. now owns 442,529 shares of the company’s stock valued at $58,520,000 after purchasing an additional 13,813 shares during the last quarter. Finally, Apella Capital LLC lifted its stake in Vanguard ESG U.S. Stock ETF by 0.4% in the 2nd quarter. Apella Capital LLC now owns 415,255 shares of the company’s stock valued at $54,934,000 after purchasing an additional 1,540 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

Vanguard ESG U.S. Stock ETF stock traded down $1.86 during midday trading on Wednesday, reaching $135.84. 201,259 shares of the company’s stock were exchanged, compared to its average volume of 219,308. The stock’s 50-day simple moving average is $136.26 and its 200 day simple moving average is $130.91. The firm has a market cap of $13.24 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a 52 week low of $108.18 and a 52 week high of $138.88.

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.