Values Added Financial LLC Has $1.64 Million Stake in Vanguard ESG U.S. Stock ETF $ESGV

Values Added Financial LLC trimmed its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 12.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,979 shares of the company’s stock after selling 2,132 shares during the period. Values Added Financial LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $1,642,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in ESGV. Fiduciary Financial Group LLC acquired a new stake in Vanguard ESG U.S. Stock ETF during the 1st quarter worth approximately $323,000. Leonard Rickey Investment Advisors P.L.L.C. lifted its holdings in Vanguard ESG U.S. Stock ETF by 13.8% during the 1st quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 17,347 shares of the company’s stock worth $1,640,000 after purchasing an additional 2,109 shares during the last quarter. Focus Financial Network Inc. lifted its holdings in Vanguard ESG U.S. Stock ETF by 37.0% during the 1st quarter. Focus Financial Network Inc. now owns 4,139 shares of the company’s stock worth $405,000 after purchasing an additional 1,117 shares during the last quarter. Patriot Investment Management Group Inc. lifted its holdings in Vanguard ESG U.S. Stock ETF by 3.5% during the 1st quarter. Patriot Investment Management Group Inc. now owns 48,182 shares of the company’s stock worth $4,719,000 after purchasing an additional 1,626 shares during the last quarter. Finally, Paragon Capital Management Ltd lifted its holdings in Vanguard ESG U.S. Stock ETF by 16.7% during the 1st quarter. Paragon Capital Management Ltd now owns 32,049 shares of the company’s stock worth $3,139,000 after purchasing an additional 4,584 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Trading Up 15.1%

BATS:ESGV opened at $119.66 on Thursday. The stock has a market cap of $11.66 billion, a P/E ratio of 25.59 and a beta of 1.07. The stock has a 50 day simple moving average of $115.62 and a 200 day simple moving average of $107.30. Vanguard ESG U.S. Stock ETF has a 1-year low of $84.41 and a 1-year 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.