US Financial Advisors LLC Has $1.35 Million Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

US Financial Advisors LLC cut its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,903 shares of the company’s stock after selling 381 shares during the period. US Financial Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $1,353,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of ESGV. Allworth Financial LP raised its holdings in shares of Vanguard ESG US Stock ETF by 141.8% in the fourth quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after buying an additional 2,554 shares during the last quarter. Sanctuary Advisors LLC raised its stake in shares of Vanguard ESG US Stock ETF by 5.7% in the fourth quarter. Sanctuary Advisors LLC now owns 7,767 shares of the company’s stock worth $842,000 after acquiring an additional 418 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of Vanguard ESG US Stock ETF by 2.6% in the fourth quarter. JPMorgan Chase & Co. now owns 223,056 shares of the company’s stock worth $23,396,000 after acquiring an additional 5,614 shares during the last quarter. Atria Wealth Solutions Inc. bought a new stake in shares of Vanguard ESG US Stock ETF during the fourth quarter valued at approximately $232,000. Finally, LifeGuide Financial Advisors LLC grew its stake in shares of Vanguard ESG US Stock ETF by 13.6% during the fourth quarter. LifeGuide Financial Advisors LLC now owns 145,434 shares of the company’s stock valued at $15,255,000 after purchasing an additional 17,452 shares during the last quarter.

Vanguard ESG US Stock ETF Price Performance

ESGV stock opened at $105.05 on Tuesday. The company has a 50 day moving average price of $97.16 and a 200 day moving average price of $103.10. Vanguard ESG US Stock ETF has a fifty-two week low of $84.41 and a fifty-two week high of $109.62. The stock has a market capitalization of $10.22 billion, a PE ratio of 25.93 and a beta of 1.07.

Vanguard ESG US 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.