Ashford Advisors LLC Has $3.22 Million Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Ashford Advisors LLC increased its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 41.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,901 shares of the company’s stock after buying an additional 11,164 shares during the quarter. Vanguard ESG US Stock ETF accounts for 0.9% of Ashford Advisors LLC’s investment portfolio, making the stock its 8th largest holding. Ashford Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $3,224,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Comerica Bank bought a new position in Vanguard ESG US Stock ETF in the 3rd quarter valued at $25,000. Pacific Center for Financial Services bought a new position in Vanguard ESG US Stock ETF in the 1st quarter valued at $31,000. Live Oak Investment Partners bought a new position in Vanguard ESG US Stock ETF in the 4th quarter valued at $34,000. Concord Wealth Partners bought a new position in Vanguard ESG US Stock ETF in the 3rd quarter valued at $61,000. Finally, Newton One Investments LLC grew its stake in Vanguard ESG US Stock ETF by 46.6% in the 3rd quarter. Newton One Investments LLC now owns 862 shares of the company’s stock valued at $65,000 after purchasing an additional 274 shares during the period.

Vanguard ESG US Stock ETF Price Performance

Shares of BATS:ESGV opened at $87.24 on Monday. The company has a market cap of $7.89 billion, a P/E ratio of 26.27 and a beta of 1.09. The company has a 50-day simple moving average of $91.00 and a two-hundred day simple moving average of $84.81.

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.