Olde Wealth Management LLC Purchases 3,054 Shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV)

Olde Wealth Management LLC increased its position in Vanguard ESG U.S. Stock ETF (BATS:ESGVFree Report) by 1.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 254,139 shares of the company’s stock after acquiring an additional 3,054 shares during the period. Vanguard ESG U.S. Stock ETF makes up about 8.8% of Olde Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Olde Wealth Management LLC owned about 0.26% of Vanguard ESG U.S. Stock ETF worth $24,892,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Conquis Financial LLC acquired a new position in shares of Vanguard ESG U.S. Stock ETF in the fourth quarter valued at about $28,000. Mascagni Wealth Management Inc. purchased a new stake in Vanguard ESG U.S. Stock ETF in the fourth quarter valued at approximately $33,000. Investors Research Corp increased its holdings in Vanguard ESG U.S. Stock ETF by 108.5% in the 4th quarter. Investors Research Corp now owns 419 shares of the company’s stock worth $44,000 after buying an additional 218 shares during the period. AdvisorNet Financial Inc raised its position in Vanguard ESG U.S. Stock ETF by 59.6% during the 1st quarter. AdvisorNet Financial Inc now owns 447 shares of the company’s stock worth $44,000 after buying an additional 167 shares during the last quarter. Finally, LRI Investments LLC purchased a new position in Vanguard ESG U.S. Stock ETF during the 4th quarter worth approximately $65,000.

Vanguard ESG U.S. Stock ETF Trading Up 6.8%

Shares of BATS ESGV opened at $111.00 on Friday. Vanguard ESG U.S. Stock ETF has a 12 month low of $84.41 and a 12 month high of $111.11. The company has a 50 day simple moving average of $104.39 and a two-hundred day simple moving average of $103.12. The stock has a market cap of $10.82 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07.

Vanguard ESG U.S. Stock ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Vanguard ESG U.S. Stock ETF (BATS:ESGV)

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