Trademark Financial Management LLC Purchases 2,289 Shares of Vanguard ESG U.S. Stock ETF $ESGV

Trademark Financial Management LLC raised its stake in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 6.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 38,148 shares of the company’s stock after purchasing an additional 2,289 shares during the quarter. Vanguard ESG U.S. Stock ETF accounts for about 2.6% of Trademark Financial Management LLC’s investment portfolio, making the stock its 12th biggest position. Trademark Financial Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $4,183,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 4.8% during the 1st quarter. Vanguard Group Inc. now owns 3,215,327 shares of the company’s stock worth $314,941,000 after purchasing an additional 148,348 shares during the period. Wealthfront Advisers LLC increased its stake in Vanguard ESG U.S. Stock ETF by 4.0% in the first quarter. Wealthfront Advisers LLC now owns 1,502,840 shares of the company’s stock valued at $147,203,000 after acquiring an additional 57,917 shares during the period. Leo Wealth LLC increased its stake in Vanguard ESG U.S. Stock ETF by 78.9% in the second quarter. Leo Wealth LLC now owns 678,646 shares of the company’s stock valued at $74,472,000 after acquiring an additional 299,201 shares during the period. Verde Capital Management increased its stake in Vanguard ESG U.S. Stock ETF by 3.9% in the second quarter. Verde Capital Management now owns 580,684 shares of the company’s stock valued at $63,666,000 after acquiring an additional 21,785 shares during the period. Finally, Betterment LLC increased its stake in Vanguard ESG U.S. Stock ETF by 22.9% in the first quarter. Betterment LLC now owns 508,902 shares of the company’s stock valued at $49,847,000 after acquiring an additional 94,879 shares during the period.

Vanguard ESG U.S. Stock ETF Stock Up 14.8%

BATS ESGV opened at $119.31 on Friday. The stock has a market cap of $11.63 billion, a P/E ratio of 25.59 and a beta of 1.07. The company’s 50-day simple moving average is $116.88 and its 200 day simple moving average is $108.91. Vanguard ESG U.S. Stock ETF has a twelve month low of $84.41 and a twelve month high of $112.76.

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.