Concord Wealth Partners Has $200,000 Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Concord Wealth Partners raised its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 188.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,356 shares of the company’s stock after buying an additional 1,540 shares during the quarter. Concord Wealth Partners’ holdings in Vanguard ESG US Stock ETF were worth $200,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of ESGV. Commonwealth Equity Services LLC increased its holdings in shares of Vanguard ESG US Stock ETF by 4.7% during the third quarter. Commonwealth Equity Services LLC now owns 184,794 shares of the company’s stock valued at $13,900,000 after acquiring an additional 8,215 shares in the last quarter. Raymond James & Associates grew its holdings in Vanguard ESG US Stock ETF by 7.6% during the third quarter. Raymond James & Associates now owns 195,037 shares of the company’s stock worth $14,671,000 after buying an additional 13,762 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in Vanguard ESG US Stock ETF during the third quarter worth $3,105,000. LifeGuide Financial Advisors LLC grew its holdings in Vanguard ESG US Stock ETF by 44.6% during the third quarter. LifeGuide Financial Advisors LLC now owns 96,923 shares of the company’s stock worth $7,291,000 after buying an additional 29,873 shares in the last quarter. Finally, WealthShield Partners LLC bought a new stake in Vanguard ESG US Stock ETF during the third quarter worth $656,000.

Vanguard ESG US Stock ETF Price Performance

Shares of Vanguard ESG US Stock ETF stock opened at $89.41 on Friday. The stock’s 50-day moving average is $90.95 and its two-hundred day moving average is $85.50. The company has a market capitalization of $8.09 billion, a P/E ratio of 26.02 and a beta of 1.10.

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.