Appleton Partners Inc. MA Has $520,000 Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Appleton Partners Inc. MA reduced its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 7.6% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 5,385 shares of the company’s stock after selling 445 shares during the quarter. Appleton Partners Inc. MA’s holdings in Vanguard ESG US Stock ETF were worth $520,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in ESGV. Apexium Financial LP boosted its holdings in Vanguard ESG US Stock ETF by 0.8% in the fourth quarter. Apexium Financial LP now owns 65,570 shares of the company’s stock valued at $5,577,000 after acquiring an additional 492 shares during the last quarter. Silver Oak Advisory Group Inc. raised its stake in Vanguard ESG US Stock ETF by 33.1% during the fourth quarter. Silver Oak Advisory Group Inc. now owns 10,100 shares of the company’s stock worth $859,000 after buying an additional 2,514 shares during the last quarter. Mather Group LLC. lifted its holdings in Vanguard ESG US Stock ETF by 44.0% in the fourth quarter. Mather Group LLC. now owns 234,025 shares of the company’s stock valued at $19,906,000 after buying an additional 71,487 shares during the period. HBK Sorce Advisory LLC boosted its position in Vanguard ESG US Stock ETF by 17.3% during the fourth quarter. HBK Sorce Advisory LLC now owns 7,237 shares of the company’s stock valued at $616,000 after acquiring an additional 1,067 shares during the last quarter. Finally, Perigon Wealth Management LLC grew its holdings in Vanguard ESG US Stock ETF by 6.1% during the 4th quarter. Perigon Wealth Management LLC now owns 16,202 shares of the company’s stock worth $1,378,000 after acquiring an additional 930 shares during the period.

Vanguard ESG US Stock ETF Stock Down 2.0 %

Shares of BATS:ESGV traded down $1.92 during midday trading on Friday, reaching $94.27. The company’s stock had a trading volume of 234,766 shares. The stock has a fifty day moving average of $96.63 and a 200 day moving average of $92.60. The firm has a market capitalization of $8.53 billion, a price-to-earnings 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.