Topel & Distasi Wealth Management LLC Cuts Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Topel & Distasi Wealth Management LLC lessened its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,665 shares of the company’s stock after selling 226 shares during the quarter. Vanguard ESG US Stock ETF accounts for 1.1% of Topel & Distasi Wealth Management LLC’s investment portfolio, making the stock its 27th biggest position. Topel & Distasi Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,587,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Fairway Wealth LLC bought a new position in shares of Vanguard ESG US Stock ETF during the third quarter valued at about $48,000. Aptus Capital Advisors LLC boosted its holdings in Vanguard ESG US Stock ETF by 294.4% during the 3rd quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after acquiring an additional 365 shares during the period. Phillips Financial Management LLC bought a new position in Vanguard ESG US Stock ETF during the 3rd quarter worth approximately $52,000. YANKCOM Partnership purchased a new position in Vanguard ESG US Stock ETF in the 4th quarter worth approximately $53,000. Finally, Newton One Investments LLC purchased a new position in Vanguard ESG US Stock ETF in the 4th quarter worth approximately $96,000.

Vanguard ESG US Stock ETF Stock Performance

BATS:ESGV opened at $109.25 on Monday. The stock has a market capitalization of $9.88 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The company’s fifty day moving average is $107.16 and its 200 day moving average is $103.37.

Vanguard ESG US 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.