Values Added Financial LLC Buys 223 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Values Added Financial LLC boosted its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 1.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,062 shares of the company’s stock after buying an additional 223 shares during the quarter. Vanguard ESG US Stock ETF makes up approximately 0.9% of Values Added Financial LLC’s portfolio, making the stock its 29th biggest position. Values Added Financial LLC’s holdings in Vanguard ESG US Stock ETF were worth $1,475,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. CWM LLC boosted its stake in shares of Vanguard ESG US Stock ETF by 5.4% in the 3rd quarter. CWM LLC now owns 5,640 shares of the company’s stock valued at $573,000 after purchasing an additional 289 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Vanguard ESG US Stock ETF by 8.6% in the third quarter. Wealth Group Ltd. now owns 27,195 shares of the company’s stock valued at $2,764,000 after buying an additional 2,155 shares during the period. Creative Planning boosted its position in Vanguard ESG US Stock ETF by 4.6% during the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after acquiring an additional 54,143 shares during the last quarter. LexAurum Advisors LLC grew its holdings in Vanguard ESG US Stock ETF by 17.6% during the 3rd quarter. LexAurum Advisors LLC now owns 6,222 shares of the company’s stock worth $632,000 after acquiring an additional 931 shares during the period. Finally, OmniStar Financial Group Inc. raised its position in shares of Vanguard ESG US Stock ETF by 6.0% in the 3rd quarter. OmniStar Financial Group Inc. now owns 3,358 shares of the company’s stock worth $344,000 after acquiring an additional 191 shares in the last quarter.

Vanguard ESG US Stock ETF Trading Up 5.0 %

Shares of Vanguard ESG US Stock ETF stock opened at $109.19 on Friday. The company’s 50 day simple moving average is $107.15 and its 200-day simple moving average is $103.15. The company has a market cap of $9.88 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

About Vanguard ESG US Stock ETF

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.