Charter Oak Capital Management LLC Grows Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Charter Oak Capital Management LLC raised its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 3.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,620 shares of the company’s stock after buying an additional 1,829 shares during the period. Vanguard ESG US Stock ETF makes up about 0.6% of Charter Oak Capital Management LLC’s holdings, making the stock its 20th biggest holding. Charter Oak Capital Management LLC owned approximately 0.06% of Vanguard ESG US Stock ETF worth $5,374,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. GPS Wealth Strategies Group LLC grew its holdings in Vanguard ESG US Stock ETF by 112.7% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 319 shares of the company’s stock worth $31,000 after acquiring an additional 169 shares in the last quarter. Atlantic Edge Private Wealth Management LLC bought a new stake in shares of Vanguard ESG US Stock ETF in the 4th quarter valued at approximately $40,000. Turtle Creek Wealth Advisors LLC acquired a new stake in shares of Vanguard ESG US Stock ETF during the 1st quarter valued at approximately $74,000. O Shaughnessy Asset Management LLC raised its position in shares of Vanguard ESG US Stock ETF by 312.8% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 805 shares of the company’s stock valued at $75,000 after acquiring an additional 610 shares in the last quarter. Finally, Fortis Group Advisors LLC bought a new position in Vanguard ESG US Stock ETF during the fourth quarter worth $116,000.

Vanguard ESG US Stock ETF Trading Up 1.3 %

Vanguard ESG US Stock ETF stock traded up $1.28 during mid-day trading on Friday, reaching $99.79. The company’s stock had a trading volume of 132,789 shares. The company has a market capitalization of $9.03 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The firm’s fifty day moving average is $97.14 and its 200 day moving average is $93.51.

About Vanguard ESG US Stock ETF

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.