Octavia Wealth Advisors LLC Takes Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Octavia Wealth Advisors LLC purchased a new position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,140 shares of the company’s stock, valued at approximately $224,000.

Other hedge funds have also added to or reduced their stakes in the company. Renaissance Technologies LLC grew its position in Vanguard ESG US Stock ETF by 13.1% in the second quarter. Renaissance Technologies LLC now owns 12,100 shares of the company’s stock valued at $1,169,000 after acquiring an additional 1,400 shares during the last quarter. Clarity Asset Management Inc. grew its holdings in shares of Vanguard ESG US Stock ETF by 0.6% during the 2nd quarter. Clarity Asset Management Inc. now owns 168,084 shares of the company’s stock valued at $16,240,000 after purchasing an additional 1,055 shares during the last quarter. Creative Planning increased its position in Vanguard ESG US Stock ETF by 1.9% during the 2nd quarter. Creative Planning now owns 1,176,731 shares of the company’s stock worth $113,696,000 after purchasing an additional 21,582 shares in the last quarter. NewEdge Advisors LLC lifted its stake in Vanguard ESG US Stock ETF by 9.0% in the 2nd quarter. NewEdge Advisors LLC now owns 22,311 shares of the company’s stock valued at $2,156,000 after purchasing an additional 1,840 shares during the last quarter. Finally, Cetera Investment Advisers boosted its position in Vanguard ESG US Stock ETF by 0.4% in the second quarter. Cetera Investment Advisers now owns 68,330 shares of the company’s stock valued at $6,602,000 after buying an additional 303 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Up 4.5 %

Shares of BATS:ESGV opened at $108.60 on Thursday. The firm has a market capitalization of $9.83 billion, a P/E ratio of 26.02 and a beta of 1.10. The business’s 50-day moving average is $106.59 and its two-hundred day moving average is $102.09.

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.