FORVIS Wealth Advisors LLC Lowers Position in Vanguard ESG US Stock ETF (BATS:ESGV)

FORVIS Wealth Advisors LLC lessened its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 12.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 10,200 shares of the company’s stock after selling 1,503 shares during the quarter. FORVIS Wealth Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $951,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Vanguard ESG US Stock ETF by 10.7% during the 4th quarter. Vanguard Group Inc. now owns 9,111,043 shares of the company’s stock worth $774,985,000 after acquiring an additional 881,613 shares in the last quarter. Creative Planning grew its stake in Vanguard ESG US Stock ETF by 4.4% during the 4th quarter. Creative Planning now owns 1,162,945 shares of the company’s stock worth $98,920,000 after buying an additional 48,822 shares during the last quarter. Leo Wealth LLC acquired a new position in Vanguard ESG US Stock ETF during the 4th quarter valued at about $60,717,000. Angeles Investment Advisors LLC raised its stake in Vanguard ESG US Stock ETF by 4.6% in the fourth quarter. Angeles Investment Advisors LLC now owns 479,870 shares of the company’s stock valued at $40,818,000 after buying an additional 21,312 shares during the last quarter. Finally, IMPACTfolio LLC boosted its holdings in Vanguard ESG US Stock ETF by 85.5% in the first quarter. IMPACTfolio LLC now owns 431,070 shares of the company’s stock worth $40,171,000 after acquiring an additional 198,670 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Performance

Shares of ESGV stock traded up $0.47 during trading hours on Thursday, reaching $97.97. 89,451 shares of the company’s stock were exchanged. The stock has a market cap of $8.86 billion, a PE ratio of 26.02 and a beta of 1.10. The firm has a 50-day moving average price of $94.12 and a two-hundred day moving average price of $90.60.

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.