Leo Wealth LLC Makes New $26.76 Million Investment in Vanguard ESG U.S. Stock ETF $ESGV

Leo Wealth LLC purchased a new stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 197,466 shares of the company’s stock, valued at approximately $26,763,000. Vanguard ESG U.S. Stock ETF comprises about 5.7% of Leo Wealth LLC’s investment portfolio, making the stock its 2nd biggest position. Leo Wealth LLC owned about 0.20% of Vanguard ESG U.S. Stock ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of ESGV. Toth Financial Advisory Corp acquired a new position in Vanguard ESG U.S. Stock ETF in the third quarter valued at $31,000. Security National Bank of Sioux City Iowa IA purchased a new stake in shares of Vanguard ESG U.S. Stock ETF in the second quarter valued at about $33,000. Cassaday & Co Wealth Management LLC purchased a new stake in shares of Vanguard ESG U.S. Stock ETF in the first quarter valued at about $30,000. CX Institutional raised its holdings in shares of Vanguard ESG U.S. Stock ETF by 322.1% in the third quarter. CX Institutional now owns 325 shares of the company’s stock valued at $44,000 after buying an additional 248 shares during the last quarter. Finally, Avalon Trust Co raised its holdings in shares of Vanguard ESG U.S. Stock ETF by 50.0% in the first quarter. Avalon Trust Co now owns 375 shares of the company’s stock valued at $42,000 after buying an additional 125 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

Shares of ESGV opened at $134.84 on Tuesday. Vanguard ESG U.S. Stock ETF has a fifty-two week low of $108.18 and a fifty-two week high of $138.88. The company has a market capitalization of $13.14 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The firm has a 50-day simple moving average of $136.06 and a 200-day simple moving average of $127.94.

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.